+95.3%
TFC vs BND
+15.0%
+80.2%
-59.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BND | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.6% | +1.0% | +0.3% |
| 7D | -2.5% | -0.9% | -1.6% | -2.6% |
| 30D | -2.8% | -1.0% | -1.9% | -2.9% |
| 3M | +2.1% | -1.2% | +3.4% | +2.0% |
| 6M | +10.1% | -2.0% | +12.1% | +9.8% |
| YTD | +5.4% | -1.2% | +6.6% | +5.3% |
| 1Y | +16.3% | -0.5% | +16.8% | +16.3% |
| 3Y | +95.9% | +12.4% | +83.4% | +100.4% |
| 5Y | +16.0% | -2.5% | +18.5% | +4.7% |
| All | +95.3% | +15.0% | +80.2% | +159.1% |
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