+48.7%
TMUS vs BND
-2.0%
+50.8%
-44.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BND | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.7% | +0.9% | +0.6% |
| 7D | +9.5% | -0.1% | +9.6% | +9.6% |
| 30D | +13.8% | +1.3% | +12.5% | +13.2% |
| 3M | -4.6% | -0.7% | -3.9% | -4.2% |
| 6M | -11.7% | -1.6% | -10.1% | -11.0% |
| YTD | -15.4% | -1.0% | -14.4% | -15.0% |
| 1Y | -16.1% | -0.7% | -15.4% | -15.9% |
| 3Y | +20.5% | +14.1% | +6.4% | +11.8% |
| 5Y | +48.7% | -1.5% | +50.3% | +39.1% |
| All | +48.7% | -2.0% | +50.8% | +39.1% |
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 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