+1,972.8%
STX vs BND
+17.2%
+1,955.6%
-57.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BND | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -0.1% | -3.0% | -3.1% |
| 7D | +14.6% | -1.4% | +16.0% | +15.0% |
| 30D | -26.0% | +0.6% | -26.6% | -26.2% |
| 3M | -42.6% | -1.6% | -41.0% | -42.4% |
| 6M | -35.3% | -1.5% | -33.7% | -35.0% |
| YTD | +92.5% | -1.5% | +93.9% | +93.3% |
| 1Y | +102.4% | -1.1% | +103.5% | +103.1% |
| 3Y | +673.8% | +13.6% | +660.2% | +649.3% |
| 5Y | +463.1% | -1.8% | +464.9% | +440.3% |
| All | +1,972.8% | +17.2% | +1,955.6% | +2,235.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling