+76.3%
MMM vs BND
+17.2%
+59.1%
-59.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BND | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.1% | -0.8% | -0.9% |
| 7D | -0.4% | -1.4% | +1.1% | +0.1% |
| 30D | +12.1% | +0.6% | +11.6% | +11.9% |
| 3M | +1.4% | -1.6% | +3.0% | +2.0% |
| 6M | +26.6% | -1.5% | +28.1% | +27.3% |
| YTD | +16.8% | -1.5% | +18.3% | +17.5% |
| 1Y | +10.1% | -1.1% | +11.2% | +10.6% |
| 3Y | +158.4% | +13.6% | +144.8% | +151.8% |
| 5Y | +43.1% | -1.8% | +44.9% | +36.5% |
| All | +76.3% | +17.2% | +59.1% | +87.1% |
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