+1,988.6%
NOW vs BND
+28.0%
+1,960.6%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BND | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | 0.0% | +0.7% | +0.7% |
| 7D | -3.1% | +0.4% | -3.5% | -3.3% |
| 30D | -27.0% | +2.0% | -29.0% | -28.0% |
| 3M | -17.7% | -0.4% | -17.3% | -17.6% |
| 6M | +12.7% | -0.9% | +13.6% | +13.3% |
| YTD | -32.9% | -0.3% | -32.6% | -32.8% |
| 1Y | -40.4% | 0.0% | -40.4% | -40.4% |
| 3Y | -17.1% | +15.1% | -32.2% | -24.7% |
| 5Y | -25.7% | -1.5% | -24.2% | -30.6% |
| 10Y | +504.6% | +17.6% | +487.0% | +581.6% |
| All | +1,988.6% | +28.0% | +1,960.6% | +2,455.1% |
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