+37.3%
HAL vs BND
+75.9%
-38.7%
-93.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BND | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.4% | 0.0% | +3.4% | +3.3% |
| 7D | -0.2% | -0.6% | +0.3% | -0.4% |
| 30D | +1.0% | +1.6% | -0.6% | +1.7% |
| 3M | -2.1% | -0.5% | -1.6% | -2.3% |
| 6M | -17.5% | -1.1% | -16.4% | -17.8% |
| YTD | +18.1% | -0.7% | +18.8% | +17.9% |
| 1Y | +19.7% | -0.7% | +20.4% | +19.5% |
| 3Y | -7.9% | +14.4% | -22.4% | -3.1% |
| 5Y | +53.1% | -1.1% | +54.1% | +52.5% |
| 10Y | -16.8% | +17.9% | -34.7% | -8.0% |
| All | +37.3% | +75.9% | -38.7% | +44.4% |
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