+40.8%
HAL vs BND
+74.6%
-33.8%
-93.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BND | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | -0.1% | +3.2% | +3.1% |
| 7D | +6.1% | -1.4% | +7.5% | +5.5% |
| 30D | +2.9% | +0.6% | +2.3% | +3.1% |
| 3M | +3.3% | -1.6% | +4.9% | +2.7% |
| 6M | -16.9% | -1.5% | -15.4% | -17.4% |
| YTD | +21.2% | -1.5% | +22.6% | +20.6% |
| 1Y | +27.5% | -1.1% | +28.6% | +27.1% |
| 3Y | -6.4% | +13.6% | -20.0% | -1.9% |
| 5Y | +58.0% | -1.8% | +59.8% | +57.0% |
| 10Y | -14.6% | +17.0% | -31.6% | -5.9% |
| All | +40.8% | +74.6% | -33.8% | +47.7% |
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