+513.2%
MA vs BND
+15.6%
+497.7%
-41.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BND | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.2% | -0.4% | -0.5% |
| 7D | -3.5% | -0.1% | -3.4% | -3.4% |
| 30D | +0.8% | -0.2% | +1.0% | +0.9% |
| 3M | +14.8% | -0.7% | +15.5% | +15.2% |
| 6M | +10.0% | -1.7% | +11.7% | +10.9% |
| YTD | -0.1% | -0.5% | +0.4% | +0.1% |
| 1Y | -2.2% | +0.4% | -2.6% | -2.4% |
| 3Y | +39.3% | +13.1% | +26.1% | +30.4% |
| 5Y | +66.3% | -2.1% | +68.4% | +65.3% |
| 10Y | +513.2% | +15.7% | +497.5% | +516.7% |
| All | +513.2% | +15.6% | +497.7% | +516.7% |
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