+3,644.4%
FIX vs BND
+17.0%
+3,627.5%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BND | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.7% | 0.0% | -0.4% |
| 7D | -13.9% | -0.1% | -13.8% | -13.9% |
| 30D | -35.5% | +1.3% | -36.8% | -36.0% |
| 3M | -33.9% | -0.7% | -33.2% | -33.8% |
| 6M | -43.3% | -1.6% | -41.7% | -42.9% |
| YTD | +18.7% | -1.0% | +19.7% | +19.3% |
| 1Y | +13.8% | -0.7% | +14.4% | +14.2% |
| 3Y | +495.0% | +14.1% | +480.9% | +464.0% |
| 5Y | +1,049.0% | -1.5% | +1,050.6% | +997.6% |
| 10Y | +3,644.4% | +17.3% | +3,627.1% | +3,838.3% |
| All | +3,644.4% | +17.0% | +3,627.5% | +3,838.3% |
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 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