+32.4%
USB vs BND
-0.6%
+32.9%
-16.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BND | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | 0.0% | 0.0% | 0.0% |
| 7D | -0.5% | -0.6% | 0.0% | +0.2% |
| 30D | +5.7% | +1.6% | +4.1% | +3.6% |
| 3M | -4.7% | -0.5% | -4.2% | -4.3% |
| 6M | +13.4% | -1.1% | +14.5% | +14.5% |
| YTD | +17.0% | -0.7% | +17.7% | +16.4% |
| 1Y | +32.4% | -0.7% | +33.0% | +31.7% |
| All | +32.4% | -0.6% | +32.9% | +31.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling