+1,560.7%
LLY vs BND
+15.0%
+1,545.6%
-34.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BND | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.6% | +0.5% | +0.2% |
| 7D | -3.2% | -0.9% | -2.2% | -2.8% |
| 30D | -7.4% | -1.0% | -6.5% | -7.0% |
| 3M | -1.0% | -1.2% | +0.2% | -0.5% |
| 6M | +12.5% | -2.0% | +14.5% | +13.5% |
| YTD | +5.0% | -1.2% | +6.2% | +5.6% |
| 1Y | +49.8% | -0.5% | +50.2% | +50.2% |
| 3Y | +95.5% | +12.4% | +83.1% | +86.7% |
| 5Y | +390.7% | -2.5% | +393.1% | +390.4% |
| All | +1,560.7% | +15.0% | +1,545.6% | +1,459.0% |
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 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