+54.0%
UNP vs BND
-2.6%
+56.5%
-31.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BND | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.6% | +1.0% | +0.7% |
| 7D | -1.2% | -0.9% | -0.2% | -0.8% |
| 30D | -2.0% | -1.0% | -1.0% | -1.5% |
| 3M | +7.5% | -1.2% | +8.8% | +8.1% |
| 6M | +15.3% | -2.0% | +17.3% | +16.4% |
| YTD | +25.4% | -1.2% | +26.6% | +26.1% |
| 1Y | +35.6% | -0.5% | +36.1% | +35.9% |
| 3Y | +44.1% | +12.4% | +31.7% | +36.1% |
| 5Y | +54.0% | -2.5% | +56.4% | +39.9% |
| All | +54.0% | -2.6% | +56.5% | +39.9% |
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