+375.1%
META vs BND
+15.2%
+359.9%
-76.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BND | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.1% | -0.5% | -0.5% |
| 7D | +6.0% | +0.1% | +5.9% | +5.9% |
| 30D | +3.6% | -0.4% | +4.0% | +3.9% |
| 3M | +4.9% | -0.2% | +5.1% | +5.1% |
| 6M | -4.7% | -1.2% | -3.5% | -3.9% |
| YTD | -6.9% | -0.3% | -6.6% | -6.6% |
| 1Y | -18.2% | +0.4% | -18.6% | -18.3% |
| 3Y | +107.8% | +13.4% | +94.4% | +89.7% |
| 5Y | +63.9% | -1.5% | +65.4% | +61.7% |
| 10Y | +375.1% | +15.5% | +359.6% | +387.3% |
| All | +375.1% | +15.2% | +359.9% | +387.3% |
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