+604.5%
XYZ vs BND
+15.6%
+589.0%
-86.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BND | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.2% | -0.7% | -0.5% |
| 7D | -3.7% | -0.1% | -3.6% | -3.5% |
| 30D | +0.5% | -0.2% | +0.8% | +1.0% |
| 3M | +16.3% | -0.7% | +16.9% | +17.9% |
| 6M | +21.1% | -1.7% | +22.8% | +25.1% |
| YTD | +22.0% | -0.5% | +22.5% | +23.7% |
| 1Y | +5.2% | +0.4% | +4.8% | +5.1% |
| 3Y | +49.6% | +13.1% | +36.4% | +24.1% |
| 5Y | -68.4% | -2.1% | -66.3% | -69.2% |
| 10Y | +604.5% | +15.7% | +588.8% | +680.5% |
| All | +604.5% | +15.6% | +589.0% | +680.5% |
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