+230.9%
SPOT vs BND
+12.6%
+218.3%
-46.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BND | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.6% | +0.4% | 0.0% |
| 7D | -6.9% | -0.9% | -5.9% | -6.5% |
| 30D | +4.1% | -1.0% | +5.1% | +4.5% |
| 3M | +3.7% | -1.2% | +4.9% | +4.2% |
| 6M | -1.6% | -2.0% | +0.4% | -0.9% |
| YTD | -10.2% | -1.2% | -9.0% | -9.7% |
| 1Y | -25.9% | -0.5% | -25.4% | -25.7% |
| All | +230.9% | +12.6% | +218.3% | +200.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling