+136.0%
GOOG vs BND
-2.6%
+138.7%
-44.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BND | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -0.1% | +1.6% | +1.6% |
| 7D | 0.0% | -1.0% | +1.1% | +0.9% |
| 30D | -2.0% | -1.1% | -0.8% | -1.1% |
| 3M | -5.9% | -1.9% | -4.0% | -4.4% |
| 6M | +8.9% | -1.6% | +10.5% | +10.4% |
| YTD | +7.1% | -1.2% | +8.4% | +8.3% |
| 1Y | +39.7% | -0.7% | +40.4% | +40.8% |
| 3Y | +145.8% | +12.5% | +133.3% | +122.4% |
| All | +136.0% | -2.6% | +138.7% | +132.1% |
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