+755.7%
EWT vs BND
+76.6%
+679.1%
-62.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BND | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.1% | -0.5% | -0.6% |
| 7D | +1.6% | +0.1% | +1.5% | +1.6% |
| 30D | +8.2% | -0.4% | +8.6% | +8.2% |
| 3M | +11.1% | -0.2% | +11.3% | +11.1% |
| 6M | +60.4% | -1.2% | +61.6% | +60.4% |
| YTD | +75.6% | -0.3% | +75.9% | +75.6% |
| 1Y | +91.3% | +0.4% | +90.9% | +91.4% |
| 3Y | +200.3% | +13.4% | +186.9% | +202.5% |
| 5Y | +156.4% | -1.5% | +157.9% | +146.5% |
| 10Y | +495.8% | +15.5% | +480.3% | +528.0% |
| All | +755.7% | +76.6% | +679.1% | +1,121.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling