+719.8%
MU vs BND
+1.4%
+718.3%
-39.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BND | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | 0.0% | +6.1% | +6.0% |
| 7D | +9.0% | -0.1% | +9.1% | +9.5% |
| 30D | +13.8% | -0.4% | +14.2% | +15.1% |
| 3M | +2.1% | -0.6% | +2.7% | +4.6% |
| 6M | +153.8% | -1.4% | +155.3% | +160.8% |
| YTD | +256.4% | -0.2% | +256.6% | +263.9% |
| 1Y | +719.8% | +1.3% | +718.5% | +701.7% |
| All | +719.8% | +1.4% | +718.3% | +701.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling