+1,029.4%
MDB vs BND
+13.7%
+1,015.8%
-76.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BND | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -0.1% | -3.0% | -3.0% |
| 7D | -1.8% | -1.0% | -0.8% | -0.4% |
| 30D | -17.3% | -1.1% | -16.2% | -16.0% |
| 3M | +2.2% | -1.9% | +4.1% | +5.0% |
| 6M | +33.9% | -1.6% | +35.5% | +37.1% |
| YTD | -13.7% | -1.2% | -12.5% | -12.1% |
| 1Y | +9.1% | -0.7% | +9.8% | +10.3% |
| 3Y | -8.1% | +12.5% | -20.6% | -23.6% |
| 5Y | -25.9% | -2.5% | -23.4% | -27.6% |
| All | +1,029.4% | +13.7% | +1,015.8% | +1,155.5% |
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