+6,169.9%
MU vs BND
+15.6%
+6,154.4%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BND | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | -0.2% | +3.0% | +2.8% |
| 7D | +7.5% | -0.1% | +7.6% | +7.6% |
| 30D | +19.4% | -0.2% | +19.6% | +19.5% |
| 3M | +9.8% | -0.7% | +10.5% | +10.2% |
| 6M | +164.1% | -1.7% | +165.8% | +166.0% |
| YTD | +260.3% | -0.5% | +260.8% | +261.6% |
| 1Y | +661.2% | +0.4% | +660.8% | +661.8% |
| 3Y | +1,380.8% | +13.1% | +1,367.7% | +1,317.6% |
| 5Y | +1,346.4% | -2.1% | +1,348.5% | +1,315.7% |
| 10Y | +6,169.9% | +15.7% | +6,154.2% | +7,723.9% |
| All | +6,169.9% | +15.6% | +6,154.4% | +7,723.9% |
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