+55.3%
ON vs BND
-0.6%
+55.9%
-47.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BND | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.5% | -0.1% | +8.6% | +8.7% |
| 7D | +2.4% | -1.0% | +3.4% | +4.7% |
| 30D | -8.6% | -1.1% | -7.5% | -6.3% |
| 3M | -34.3% | -1.9% | -32.5% | -31.7% |
| 6M | +28.5% | -1.6% | +30.2% | +32.4% |
| YTD | +40.6% | -1.2% | +41.9% | +44.9% |
| 1Y | +55.3% | -0.7% | +56.1% | +69.9% |
| All | +55.3% | -0.6% | +55.9% | +69.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling