+833.1%
GLW vs BND
+15.0%
+818.0%
-51.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BND | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -0.6% | -2.5% | -3.0% |
| 7D | +11.7% | -0.9% | +12.6% | +12.1% |
| 30D | +2.7% | -1.0% | +3.6% | +3.0% |
| 3M | -2.8% | -1.2% | -1.6% | -2.4% |
| 6M | +20.2% | -2.0% | +22.2% | +20.9% |
| YTD | +87.3% | -1.2% | +88.5% | +88.2% |
| 1Y | +119.6% | -0.5% | +120.1% | +120.4% |
| 3Y | +453.7% | +12.4% | +441.3% | +445.2% |
| 5Y | +376.1% | -2.5% | +378.6% | +350.3% |
| All | +833.1% | +15.0% | +818.0% | +950.2% |
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