-4.5%
HAL vs BND
+13.3%
-17.8%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BND | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.1% | -0.6% | -0.8% |
| 7D | +0.5% | +0.1% | +0.3% | +0.5% |
| 30D | +15.9% | -0.4% | +16.3% | +15.7% |
| 3M | -8.7% | -0.2% | -8.5% | -8.8% |
| 6M | +9.0% | -1.2% | +10.2% | +8.6% |
| YTD | +32.0% | -0.3% | +32.3% | +31.9% |
| 1Y | +72.5% | +0.4% | +72.1% | +72.6% |
| 3Y | -4.5% | +13.4% | -17.9% | -7.2% |
| All | -4.5% | +13.3% | -17.8% | -7.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling