+790.0%
NOW vs BND
+15.2%
+774.8%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BND | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.0% | -0.1% | -4.9% | -4.9% |
| 7D | -6.1% | +0.1% | -6.2% | -6.2% |
| 30D | +7.5% | -0.4% | +7.8% | +7.9% |
| 3M | +17.5% | -0.2% | +17.8% | +17.8% |
| 6M | +7.9% | -1.2% | +9.1% | +9.4% |
| YTD | -12.4% | -0.3% | -12.1% | -12.0% |
| 1Y | -28.6% | +0.4% | -29.0% | -28.8% |
| 3Y | +11.8% | +13.4% | -1.6% | -3.2% |
| 5Y | +2.6% | -1.5% | +4.2% | -0.4% |
| 10Y | +790.0% | +15.5% | +774.5% | +830.6% |
| All | +790.0% | +15.2% | +774.8% | +830.6% |
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