+6,602.0%
MU vs BND
+76.6%
+6,525.4%
-87.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BND | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | 0.0% | +6.2% | +6.3% |
| 7D | -12.0% | +0.4% | -12.5% | -11.9% |
| 30D | -28.7% | +2.0% | -30.7% | -28.2% |
| 3M | -16.4% | -0.4% | -16.1% | -16.5% |
| 6M | -1.8% | -0.9% | -0.9% | -2.2% |
| YTD | +157.1% | -0.3% | +157.4% | +156.6% |
| 1Y | +208.5% | 0.0% | +208.5% | +208.3% |
| 3Y | +906.2% | +15.1% | +891.1% | +971.3% |
| 5Y | +893.4% | -1.5% | +894.9% | +835.9% |
| 10Y | +4,271.9% | +17.6% | +4,254.2% | +5,003.2% |
| All | +6,602.0% | +76.6% | +6,525.4% | +10,023.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling