-1.1%
BND vs HTZ
-92.5%
+91.4%
-17.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +9.3% | -9.4% | -0.1% |
| 7D | -0.6% | -27.4% | +26.9% | -0.4% |
| 30D | +1.6% | -11.4% | +12.9% | +1.6% |
| 3M | -0.5% | -33.1% | +32.6% | -0.3% |
| 6M | -1.1% | -73.5% | +72.5% | -0.4% |
| YTD | -0.7% | -68.1% | +67.4% | -0.2% |
| 1Y | -0.7% | -74.3% | +73.6% | 0.0% |
| 3Y | +14.4% | -80.9% | +95.3% | +14.9% |
| 5Y | -1.1% | -93.8% | +92.7% | -0.1% |
| All | -1.1% | -92.5% | +91.4% | +0.4% |
Cumulative growth
Daily Returns
Daily percentage return beside HTZ.
Daily Out/Under-Performance
Portfolio return minus HTZ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HTZ 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 HTZ 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