+1,449.6%
NET vs BND
+6.3%
+1,443.2%
-82.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BND | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | 0.0% | -2.0% | -2.0% |
| 7D | -7.0% | -0.1% | -6.8% | -6.8% |
| 30D | -4.8% | -0.4% | -4.4% | -4.3% |
| 3M | +3.8% | -0.6% | +4.5% | +4.7% |
| 6M | +50.0% | -1.4% | +51.5% | +52.8% |
| YTD | +41.5% | -0.2% | +41.7% | +41.8% |
| 1Y | +32.8% | +1.3% | +31.6% | +30.6% |
| 3Y | +335.9% | +13.2% | +322.7% | +267.1% |
| 5Y | +113.8% | -1.6% | +115.4% | +92.2% |
| All | +1,449.6% | +6.3% | +1,443.2% | +1,263.6% |
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