+1,341.2%
MU vs BND
+13.3%
+1,328.0%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BND | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.1% | -1.5% | -1.6% |
| 7D | +7.2% | +0.1% | +7.0% | +7.1% |
| 30D | +14.0% | -0.4% | +14.3% | +14.2% |
| 3M | +5.4% | -0.2% | +5.6% | +5.6% |
| 6M | +170.3% | -1.2% | +171.4% | +171.7% |
| YTD | +250.7% | -0.3% | +251.0% | +252.0% |
| 1Y | +662.1% | +0.4% | +661.7% | +664.4% |
| 3Y | +1,341.2% | +13.4% | +1,327.8% | +1,242.0% |
| All | +1,341.2% | +13.3% | +1,328.0% | +1,242.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling