+1,144.9%
STX vs BND
-1.5%
+1,146.4%
-57.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BND | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.5% | -0.1% | +6.6% | +6.5% |
| 7D | +10.7% | +0.1% | +10.6% | +10.6% |
| 30D | +11.3% | -0.4% | +11.6% | +11.5% |
| 3M | +3.2% | -0.2% | +3.5% | +3.3% |
| 6M | +157.0% | -1.2% | +158.1% | +158.8% |
| YTD | +229.2% | -0.3% | +229.5% | +230.1% |
| 1Y | +381.8% | +0.4% | +381.5% | +380.9% |
| 3Y | +1,383.2% | +13.4% | +1,369.8% | +1,277.4% |
| 5Y | +1,144.9% | -1.5% | +1,146.4% | +1,114.7% |
| All | +1,144.9% | -1.5% | +1,146.4% | +1,114.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling