-26.4%
NOW vs BND
-1.4%
-25.0%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BND | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.1% | -0.3% | -0.3% |
| 7D | -3.0% | 0.0% | -3.0% | -3.1% |
| 30D | -26.0% | +2.3% | -28.3% | -28.2% |
| 3M | -13.1% | -0.2% | -12.9% | -13.0% |
| 6M | +14.5% | -1.0% | +15.5% | +15.7% |
| YTD | -33.4% | -0.4% | -33.1% | -33.2% |
| 1Y | -40.6% | -0.1% | -40.5% | -40.6% |
| 3Y | -16.3% | +15.1% | -31.4% | -32.5% |
| All | -26.4% | -1.4% | -25.0% | -30.9% |
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