+513.3%
XEL vs BND
+76.2%
+437.0%
-34.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BND | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.2% | -0.7% | -0.8% |
| 7D | +0.9% | -0.1% | +1.0% | +1.0% |
| 30D | -0.9% | -0.2% | -0.7% | -0.8% |
| 3M | -1.4% | -0.7% | -0.7% | -1.1% |
| 6M | -5.8% | -1.7% | -4.1% | -5.0% |
| YTD | +4.7% | -0.5% | +5.2% | +5.0% |
| 1Y | +9.1% | +0.4% | +8.7% | +8.9% |
| 3Y | +47.8% | +13.1% | +34.7% | +39.9% |
| 5Y | +29.0% | -2.1% | +31.1% | +27.2% |
| 10Y | +154.0% | +15.7% | +138.3% | +143.9% |
| All | +513.3% | +76.2% | +437.0% | +522.1% |
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