+331.0%
TGT vs BND
+76.2%
+254.8%
-64.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BND | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -0.2% | -3.0% | -3.2% |
| 7D | -3.6% | -0.1% | -3.4% | -3.6% |
| 30D | +4.4% | -0.2% | +4.6% | +4.4% |
| 3M | +25.4% | -0.7% | +26.0% | +25.4% |
| 6M | +33.4% | -1.7% | +35.0% | +33.4% |
| YTD | +65.6% | -0.5% | +66.1% | +65.6% |
| 1Y | +80.3% | +0.4% | +79.9% | +80.3% |
| 3Y | +42.1% | +13.1% | +29.0% | +43.0% |
| 5Y | -25.0% | -2.1% | -22.9% | -28.5% |
| 10Y | +208.2% | +15.7% | +192.5% | +224.4% |
| All | +331.0% | +76.2% | +254.8% | +535.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling