+3,604.4%
FIX vs BND
+17.4%
+3,587.0%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BND | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -0.6% | -2.2% | -2.6% |
| 7D | +17.0% | -1.4% | +18.4% | +17.7% |
| 30D | -30.6% | +0.8% | -31.4% | -30.9% |
| 3M | -35.0% | -1.2% | -33.8% | -34.8% |
| 6M | -44.0% | -1.4% | -42.6% | -43.6% |
| YTD | +21.1% | -1.3% | +22.5% | +21.9% |
| 1Y | +16.3% | -1.2% | +17.5% | +17.0% |
| 3Y | +507.4% | +13.7% | +493.7% | +476.2% |
| 5Y | +1,052.1% | -1.7% | +1,053.8% | +1,002.0% |
| All | +3,604.4% | +17.4% | +3,587.0% | +3,765.5% |
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