+422.4%
GE vs BND
-2.6%
+425.0%
-44.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BND | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.6% | +0.3% | -0.2% |
| 7D | -2.8% | -0.9% | -1.9% | -2.5% |
| 30D | -11.9% | -1.0% | -11.0% | -11.7% |
| 3M | +1.8% | -1.2% | +3.1% | +2.2% |
| 6M | -0.6% | -2.0% | +1.4% | -0.1% |
| YTD | +5.5% | -1.2% | +6.7% | +6.0% |
| 1Y | +15.0% | -0.5% | +15.4% | +15.4% |
| 3Y | +269.5% | +12.4% | +257.1% | +262.5% |
| 5Y | +422.4% | -2.5% | +424.9% | +337.0% |
| All | +422.4% | -2.6% | +425.0% | +337.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling