+11.4%
WBD vs BND
+15.0%
-3.6%
-91.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BND | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.1% | -0.5% | -0.5% |
| 7D | -0.7% | -1.0% | +0.3% | -0.2% |
| 30D | +1.4% | -1.1% | +2.5% | +2.0% |
| 3M | +4.4% | -1.9% | +6.3% | +5.4% |
| 6M | +0.8% | -1.6% | +2.5% | +1.7% |
| YTD | -2.7% | -1.2% | -1.5% | -2.1% |
| 1Y | +73.4% | -0.7% | +74.1% | +74.0% |
| 3Y | +142.1% | +12.5% | +129.6% | +129.8% |
| 5Y | +7.2% | -2.5% | +9.8% | -4.2% |
| All | +11.4% | +15.0% | -3.6% | +15.6% |
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