+84.9%
USB vs BND
+17.0%
+67.9%
-52.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BND | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.7% | +0.4% | -0.2% |
| 7D | +1.4% | -0.1% | +1.5% | +1.5% |
| 30D | +6.4% | +1.3% | +5.1% | +6.3% |
| 3M | -4.5% | -0.7% | -3.8% | -4.4% |
| 6M | +11.4% | -1.6% | +13.0% | +11.6% |
| YTD | +17.1% | -1.0% | +18.1% | +17.2% |
| 1Y | +32.6% | -0.7% | +33.3% | +32.7% |
| 3Y | +101.8% | +14.1% | +87.8% | +100.3% |
| 5Y | +25.1% | -1.5% | +26.7% | +19.8% |
| 10Y | +84.9% | +17.3% | +67.5% | +131.9% |
| All | +84.9% | +17.0% | +67.9% | +131.9% |
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 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