+291.7%
TMUS vs BND
+74.7%
+217.0%
-86.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BND | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.7% | +0.9% | +0.2% |
| 7D | +9.5% | -0.1% | +9.6% | +9.5% |
| 30D | +13.8% | +1.3% | +12.5% | +13.8% |
| 3M | -4.6% | -0.7% | -3.9% | -4.6% |
| 6M | -11.7% | -1.6% | -10.1% | -11.7% |
| YTD | -15.4% | -1.0% | -14.4% | -15.4% |
| 1Y | -16.1% | -0.7% | -15.4% | -16.1% |
| 3Y | +20.5% | +14.1% | +6.4% | +20.8% |
| 5Y | +48.7% | -1.5% | +50.3% | +44.5% |
| 10Y | +240.8% | +17.3% | +223.5% | +265.0% |
| All | +291.7% | +74.7% | +217.0% | +340.5% |
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