+227.5%
LOW vs BND
+15.0%
+212.5%
-48.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BND | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.1% | +0.2% | +0.2% |
| 7D | -3.7% | -1.0% | -2.7% | -2.7% |
| 30D | -8.9% | -1.1% | -7.7% | -7.7% |
| 3M | -10.4% | -1.9% | -8.5% | -8.5% |
| 6M | -19.4% | -1.6% | -17.8% | -17.8% |
| YTD | -17.1% | -1.2% | -15.9% | -15.7% |
| 1Y | -26.3% | -0.7% | -25.5% | -25.4% |
| 3Y | -9.9% | +12.5% | -22.4% | -18.5% |
| 5Y | +6.1% | -2.5% | +8.7% | +2.6% |
| All | +227.5% | +15.0% | +212.5% | +239.8% |
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