+9,191.5%
MU vs BND
+76.8%
+9,114.8%
-87.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BND | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | 0.0% | +6.1% | +6.1% |
| 7D | +9.0% | -0.1% | +9.1% | +8.9% |
| 30D | +13.8% | -0.4% | +14.2% | +13.7% |
| 3M | +2.1% | -0.6% | +2.7% | +1.8% |
| 6M | +153.8% | -1.4% | +155.3% | +151.9% |
| YTD | +256.4% | -0.2% | +256.6% | +255.6% |
| 1Y | +719.8% | +1.3% | +718.5% | +723.3% |
| 3Y | +1,360.4% | +13.2% | +1,347.2% | +1,439.7% |
| 5Y | +1,312.4% | -1.6% | +1,314.0% | +1,229.2% |
| 10Y | +6,142.6% | +15.5% | +6,127.1% | +6,984.2% |
| All | +9,191.5% | +76.8% | +9,114.8% | +13,932.0% |
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 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