+2,049.9%
LLY vs BND
+17.7%
+2,032.2%
-34.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BND | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | 0.0% | +0.4% | +0.4% |
| 7D | +1.4% | -0.6% | +1.9% | +1.6% |
| 30D | +21.5% | +1.6% | +20.0% | +20.7% |
| 3M | +18.5% | -0.5% | +18.9% | +18.8% |
| 6M | +49.1% | -1.1% | +50.2% | +49.9% |
| YTD | +34.4% | -0.7% | +35.1% | +34.9% |
| 1Y | +46.3% | -0.7% | +47.0% | +46.9% |
| 3Y | +145.5% | +14.4% | +131.0% | +131.9% |
| 5Y | +472.7% | -1.1% | +473.7% | +470.7% |
| 10Y | +2,049.9% | +17.9% | +2,032.0% | +1,948.1% |
| All | +2,049.9% | +17.7% | +2,032.2% | +1,948.1% |
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 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