+5,993.3%
FIX vs BND
+15.2%
+5,978.1%
-49.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BND | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | -0.1% | +2.5% | +2.4% |
| 7D | +6.1% | +0.1% | +5.9% | +6.0% |
| 30D | -2.7% | -0.4% | -2.3% | -2.5% |
| 3M | -10.9% | -0.2% | -10.7% | -10.8% |
| 6M | +29.0% | -1.2% | +30.2% | +29.7% |
| YTD | +76.9% | -0.3% | +77.2% | +77.3% |
| 1Y | +130.7% | +0.4% | +130.4% | +130.7% |
| 3Y | +790.7% | +13.4% | +777.3% | +748.0% |
| 5Y | +2,185.6% | -1.5% | +2,187.1% | +2,074.5% |
| 10Y | +5,993.3% | +15.5% | +5,977.8% | +6,311.2% |
| All | +5,993.3% | +15.2% | +5,978.1% | +6,311.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling