+1,412.1%
HD vs BND
+75.9%
+1,336.2%
-53.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BND | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | 0.0% | +0.1% | +0.1% |
| 7D | -1.2% | -0.6% | -0.6% | -1.0% |
| 30D | +20.9% | +1.6% | +19.3% | +20.4% |
| 3M | -0.2% | -0.5% | +0.3% | 0.0% |
| 6M | +14.5% | -1.1% | +15.6% | +14.9% |
| YTD | +4.3% | -0.7% | +5.0% | +4.6% |
| 1Y | -3.5% | -0.7% | -2.8% | -3.2% |
| 3Y | +30.1% | +14.4% | +15.7% | +28.4% |
| 5Y | +8.5% | -1.1% | +9.5% | +2.6% |
| 10Y | +245.3% | +17.9% | +227.4% | +269.2% |
| All | +1,412.1% | +75.9% | +1,336.2% | +2,104.8% |
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