-58.5%
FIG vs BND
-0.6%
-57.9%
-76.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BND | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.8% | -0.1% | +4.9% | +4.9% |
| 7D | -3.8% | -1.0% | -2.8% | -2.5% |
| 30D | -2.3% | -1.1% | -1.2% | -0.8% |
| 3M | +20.0% | -1.9% | +21.8% | +22.0% |
| 6M | -16.7% | -1.6% | -15.0% | -14.6% |
| YTD | -37.9% | -1.2% | -36.7% | -36.7% |
| 1Y | -58.5% | -0.7% | -57.8% | -55.4% |
| All | -58.5% | -0.6% | -57.9% | -55.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling