-53.1%
TEAM vs BND
-1.8%
-51.2%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BND | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.2% | +1.0% | +1.1% |
| 7D | -4.7% | -0.1% | -4.5% | -4.5% |
| 30D | +17.0% | -0.2% | +17.3% | +17.5% |
| 3M | +85.9% | -0.7% | +86.6% | +88.1% |
| 6M | +116.7% | -1.7% | +118.3% | +122.4% |
| YTD | +9.6% | -0.5% | +10.2% | +10.6% |
| 1Y | -2.5% | +0.4% | -2.9% | -3.0% |
| 3Y | -14.0% | +13.1% | -27.1% | -31.0% |
| 5Y | -53.1% | -2.1% | -51.0% | -57.9% |
| All | -53.1% | -1.8% | -51.2% | -57.9% |
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 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