+882.2%
WMT vs BND
+76.6%
+805.6%
-36.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BND | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.1% | -0.9% | -1.0% |
| 7D | +0.1% | +0.1% | 0.0% | +0.1% |
| 30D | -5.0% | -0.4% | -4.6% | -4.9% |
| 3M | -11.3% | -0.2% | -11.0% | -11.3% |
| 6M | -13.8% | -1.2% | -12.6% | -13.7% |
| YTD | -4.2% | -0.3% | -3.9% | -4.2% |
| 1Y | +4.6% | +0.4% | +4.2% | +4.5% |
| 3Y | +100.5% | +13.4% | +87.1% | +98.9% |
| 5Y | +129.7% | -1.5% | +131.2% | +126.2% |
| 10Y | +423.4% | +15.5% | +408.0% | +430.2% |
| All | +882.2% | +76.6% | +805.6% | +1,003.9% |
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 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