-65.4%
TEAM vs BND
-1.7%
-63.7%
-87.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BND | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -0.1% | -1.4% | -1.3% |
| 7D | -2.4% | -1.4% | -1.0% | -0.2% |
| 30D | -26.7% | +0.6% | -27.3% | -27.4% |
| 3M | -9.6% | -1.6% | -8.0% | -7.4% |
| 6M | +86.0% | -1.5% | +87.6% | +90.5% |
| YTD | -7.5% | -1.5% | -6.0% | -5.5% |
| 1Y | -1.4% | -1.1% | -0.3% | +0.2% |
| 3Y | -14.3% | +13.6% | -27.9% | -32.3% |
| All | -65.4% | -1.7% | -63.7% | -70.0% |
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