+824.6%
FLEX vs BND
+75.4%
+749.3%
-88.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BND | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -0.7% | -2.0% | -2.9% |
| 7D | -13.6% | -0.1% | -13.5% | -13.6% |
| 30D | -36.5% | +1.3% | -37.8% | -36.1% |
| 3M | -36.4% | -0.7% | -35.7% | -36.5% |
| 6M | -46.5% | -1.6% | -44.9% | -46.8% |
| YTD | +25.9% | -1.0% | +27.0% | +25.3% |
| 1Y | +19.6% | -0.7% | +20.3% | +19.2% |
| 3Y | +287.0% | +14.1% | +272.9% | +313.5% |
| 5Y | +466.6% | -1.5% | +468.1% | +425.1% |
| 10Y | +626.9% | +17.3% | +609.6% | +756.9% |
| All | +824.6% | +75.4% | +749.3% | +1,685.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling