+1,086.7%
FLEX vs BND
+15.6%
+1,071.1%
-70.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BND | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.2% | -1.2% | -1.3% |
| 7D | +6.4% | -0.1% | +6.5% | +6.4% |
| 30D | -5.9% | -0.2% | -5.6% | -5.8% |
| 3M | -23.5% | -0.7% | -22.8% | -23.2% |
| 6M | +83.7% | -1.7% | +85.4% | +85.2% |
| YTD | +86.5% | -0.5% | +87.0% | +87.3% |
| 1Y | +100.5% | +0.4% | +100.1% | +100.7% |
| 3Y | +469.8% | +13.1% | +456.7% | +444.2% |
| 5Y | +725.7% | -2.1% | +727.7% | +682.9% |
| 10Y | +1,086.7% | +15.7% | +1,071.0% | +1,235.6% |
| All | +1,086.7% | +15.6% | +1,071.1% | +1,235.6% |
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