-80.8%
FIG vs BND
+1.8%
-82.6%
-86.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BND | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.6% | +1.2% | +1.4% |
| 7D | -12.2% | -0.9% | -11.3% | -11.2% |
| 30D | -11.0% | -1.0% | -10.0% | -9.8% |
| 3M | +11.9% | -1.2% | +13.1% | +13.3% |
| 6M | -21.9% | -2.0% | -19.9% | -19.8% |
| YTD | -40.8% | -1.2% | -39.6% | -40.0% |
| 1Y | -56.6% | -0.5% | -56.2% | -56.3% |
| All | -80.8% | +1.8% | -82.6% | -82.8% |
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