+51.2%
MMM vs BND
+15.0%
+36.1%
-59.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BND | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.6% | -0.3% | -0.7% |
| 7D | -3.2% | -0.9% | -2.3% | -2.9% |
| 30D | -10.7% | -1.0% | -9.7% | -10.4% |
| 3M | +4.3% | -1.2% | +5.5% | +4.7% |
| 6M | +5.9% | -2.0% | +7.9% | +6.6% |
| YTD | +3.2% | -1.2% | +4.3% | +3.7% |
| 1Y | +8.0% | -0.5% | +8.5% | +8.3% |
| 3Y | +99.1% | +12.4% | +86.7% | +94.1% |
| 5Y | +25.7% | -2.5% | +28.2% | +19.7% |
| All | +51.2% | +15.0% | +36.1% | +59.6% |
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