+306.1%
TMUS vs BND
+15.8%
+290.3%
-37.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BND | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -0.2% | -2.2% | -2.3% |
| 7D | -5.3% | -0.1% | -5.2% | -5.2% |
| 30D | +0.1% | -0.2% | +0.3% | +0.2% |
| 3M | -0.6% | -0.7% | +0.1% | -0.2% |
| 6M | -17.5% | -1.7% | -15.9% | -16.8% |
| YTD | -11.3% | -0.5% | -10.7% | -11.0% |
| 1Y | -25.4% | +0.4% | -25.8% | -25.6% |
| 3Y | +35.5% | +13.1% | +22.4% | +26.0% |
| 5Y | +41.9% | -2.1% | +44.0% | +42.8% |
| All | +306.1% | +15.8% | +290.3% | +298.6% |
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 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