+2,771.1%
NOW vs BND
+28.2%
+2,743.0%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BND | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | 0.0% | -3.0% | -3.0% |
| 7D | -2.4% | -0.1% | -2.2% | -2.3% |
| 30D | +20.5% | -0.4% | +20.9% | +20.8% |
| 3M | +18.3% | -0.6% | +19.0% | +18.9% |
| 6M | +24.1% | -1.4% | +25.5% | +25.3% |
| YTD | -7.8% | -0.2% | -7.6% | -7.6% |
| 1Y | -21.4% | +1.3% | -22.7% | -22.0% |
| 3Y | +19.5% | +13.2% | +6.4% | +9.9% |
| 5Y | +4.1% | -1.6% | +5.6% | -2.9% |
| 10Y | +826.4% | +15.5% | +810.9% | +904.3% |
| All | +2,771.1% | +28.2% | +2,743.0% | +3,412.5% |
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