+27.0%
NFLX vs BND
-2.6%
+29.5%
-75.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BND | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.6% | +0.6% | +0.5% |
| 7D | -8.1% | -0.9% | -7.1% | -7.3% |
| 30D | +1.6% | -1.0% | +2.6% | +2.5% |
| 3M | -7.3% | -1.2% | -6.1% | -6.3% |
| 6M | -21.6% | -2.0% | -19.6% | -20.2% |
| YTD | -18.9% | -1.2% | -17.8% | -18.1% |
| 1Y | -39.1% | -0.5% | -38.6% | -38.9% |
| 3Y | +71.7% | +12.4% | +59.2% | +51.2% |
| 5Y | +27.0% | -2.5% | +29.4% | +8.3% |
| All | +27.0% | -2.6% | +29.5% | +8.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling