+1,134.0%
MPC vs BND
+15.2%
+1,118.8%
-79.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BND | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | -0.1% | +2.4% | +2.3% |
| 7D | +3.9% | +0.1% | +3.7% | +3.8% |
| 30D | +33.8% | -0.4% | +34.1% | +33.9% |
| 3M | +49.9% | -0.2% | +50.1% | +49.9% |
| 6M | +80.9% | -1.2% | +82.1% | +81.4% |
| YTD | +147.4% | -0.3% | +147.7% | +147.3% |
| 1Y | +123.2% | +0.4% | +122.8% | +122.4% |
| 3Y | +171.7% | +13.4% | +158.3% | +156.0% |
| 5Y | +678.6% | -1.5% | +680.1% | +720.6% |
| 10Y | +1,134.0% | +15.5% | +1,118.6% | +1,345.3% |
| All | +1,134.0% | +15.2% | +1,118.8% | +1,345.3% |
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