+54.5%
HAL vs BND
+76.8%
-22.2%
-93.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BND | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | 0.0% | -0.6% | -0.6% |
| 7D | +2.9% | -0.1% | +3.1% | +2.9% |
| 30D | +17.0% | -0.4% | +17.4% | +16.9% |
| 3M | -9.7% | -0.6% | -9.0% | -9.8% |
| 6M | +8.6% | -1.4% | +10.1% | +8.1% |
| YTD | +33.0% | -0.2% | +33.2% | +33.0% |
| 1Y | +68.3% | +1.3% | +67.0% | +69.3% |
| 3Y | +0.1% | +13.2% | -13.0% | +4.9% |
| 5Y | +102.6% | -1.6% | +104.2% | +101.7% |
| 10Y | +3.8% | +15.5% | -11.6% | +12.7% |
| All | +54.5% | +76.8% | -22.2% | +62.8% |
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