+4,590.3%
WDC vs BND
+76.8%
+4,513.5%
-75.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BND | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.9% | 0.0% | +5.8% | +5.9% |
| 7D | +1.7% | -0.1% | +1.9% | +1.7% |
| 30D | -10.0% | -0.4% | -9.6% | -10.1% |
| 3M | -18.8% | -0.6% | -18.1% | -18.9% |
| 6M | +79.0% | -1.4% | +80.5% | +78.0% |
| YTD | +171.6% | -0.2% | +171.8% | +171.2% |
| 1Y | +417.4% | +1.3% | +416.1% | +419.5% |
| 3Y | +1,251.8% | +13.2% | +1,238.6% | +1,318.0% |
| 5Y | +911.7% | -1.6% | +913.3% | +853.5% |
| 10Y | +1,399.6% | +15.5% | +1,384.2% | +1,589.8% |
| All | +4,590.3% | +76.8% | +4,513.5% | +8,255.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling