+149.4%
EWT vs BND
-2.6%
+152.1%
-38.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BND | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -0.1% | +1.9% | +1.9% |
| 7D | -1.1% | -1.0% | -0.1% | -0.4% |
| 30D | +4.5% | -1.1% | +5.6% | +5.3% |
| 3M | +8.3% | -1.9% | +10.1% | +9.8% |
| 6M | +54.2% | -1.6% | +55.9% | +56.3% |
| YTD | +74.6% | -1.2% | +75.8% | +76.5% |
| 1Y | +84.9% | -0.7% | +85.6% | +86.4% |
| 3Y | +197.5% | +12.5% | +185.0% | +178.9% |
| All | +149.4% | -2.6% | +152.1% | +119.4% |
Cumulative growth
Daily Returns
Daily percentage return beside BND.
Daily Out/Under-Performance
Portfolio return minus BND return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BND return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 5y: compounded portfolio wealth divided by compounded BND wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
5y analysis · Full analysis span regression · 6 months rolling