+7,316.4%
MU vs BND
+75.9%
+7,240.4%
-87.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BND | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.9% | 0.0% | +11.9% | +11.9% |
| 7D | +2.0% | -0.6% | +2.6% | +1.8% |
| 30D | -18.0% | +1.6% | -19.5% | -17.5% |
| 3M | -6.6% | -0.5% | -6.1% | -6.7% |
| 6M | +2.0% | -1.1% | +3.1% | +1.6% |
| YTD | +184.5% | -0.7% | +185.2% | +183.5% |
| 1Y | +236.9% | -0.7% | +237.5% | +235.8% |
| 3Y | +987.0% | +14.4% | +972.5% | +1,054.8% |
| 5Y | +1,014.6% | -1.1% | +1,015.7% | +955.9% |
| 10Y | +4,609.2% | +17.9% | +4,591.3% | +5,436.4% |
| All | +7,316.4% | +75.9% | +7,240.4% | +11,086.8% |
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