+14.8%
BND vs HRB
+209.1%
-194.3%
-18.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.5% | -0.6% | -0.1% |
| 7D | -1.0% | -8.0% | +7.0% | -0.9% |
| 30D | -1.1% | -16.0% | +14.8% | -0.9% |
| 3M | -1.9% | +26.9% | -28.7% | -2.2% |
| 6M | -1.6% | +51.1% | -52.8% | -2.2% |
| YTD | -1.2% | +7.1% | -8.3% | -1.4% |
| 1Y | -0.7% | -9.6% | +8.9% | -0.6% |
| 3Y | +12.5% | +25.4% | -12.9% | +12.1% |
| 5Y | -2.5% | +114.9% | -117.5% | -3.5% |
| All | +14.8% | +209.1% | -194.3% | +13.0% |
Cumulative growth
Daily Returns
Daily percentage return beside HRB.
Daily Out/Under-Performance
Portfolio return minus HRB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HRB 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 HRB 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