+72.4%
UBER vs BND
+9.7%
+62.7%
-68.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BND | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.1% | -1.2% | -1.1% |
| 7D | -5.4% | -1.0% | -4.4% | -4.3% |
| 30D | -4.9% | -1.1% | -3.8% | -3.7% |
| 3M | +3.0% | -1.9% | +4.9% | +5.3% |
| 6M | -4.4% | -1.6% | -2.8% | -2.5% |
| YTD | -12.3% | -1.2% | -11.0% | -10.9% |
| 1Y | -24.3% | -0.7% | -23.6% | -23.6% |
| 3Y | +46.4% | +12.5% | +33.9% | +25.5% |
| 5Y | +79.7% | -2.5% | +82.2% | +86.7% |
| All | +72.4% | +9.7% | +62.7% | +95.4% |
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