+652.8%
FLEX vs BND
+18.1%
+634.7%
-70.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BND | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | 0.0% | +3.8% | +3.8% |
| 7D | +2.2% | -0.6% | +2.8% | +2.5% |
| 30D | -32.6% | +1.6% | -34.2% | -33.2% |
| 3M | -35.5% | -0.5% | -35.0% | -35.4% |
| 6M | -45.6% | -1.1% | -44.5% | -45.3% |
| YTD | +30.7% | -0.7% | +31.4% | +31.3% |
| 1Y | +28.4% | -0.7% | +29.0% | +28.9% |
| 3Y | +301.7% | +14.4% | +287.2% | +282.0% |
| 5Y | +473.3% | -1.1% | +474.3% | +443.4% |
| All | +652.8% | +18.1% | +634.7% | +775.3% |
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