+1,394.6%
WDC vs BND
+13.3%
+1,381.3%
-49.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BND | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.2% | +1.3% | +1.2% |
| 7D | +7.5% | -0.1% | +7.6% | +7.6% |
| 30D | +10.1% | -0.2% | +10.3% | +10.2% |
| 3M | -6.8% | -0.7% | -6.1% | -6.4% |
| 6M | +84.1% | -1.7% | +85.8% | +85.7% |
| YTD | +180.3% | -0.5% | +180.8% | +181.9% |
| 1Y | +411.1% | +0.4% | +410.7% | +412.2% |
| All | +1,394.6% | +13.3% | +1,381.3% | +1,327.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling