+256.9%
HL vs BND
+15.0%
+241.9%
-82.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BND | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.1% | -1.1% | -1.0% |
| 7D | -4.4% | -1.0% | -3.3% | -2.1% |
| 30D | +9.3% | -1.1% | +10.4% | +12.3% |
| 3M | +32.0% | -1.9% | +33.8% | +38.1% |
| 6M | -6.4% | -1.6% | -4.8% | -1.9% |
| YTD | +3.1% | -1.2% | +4.4% | +7.1% |
| 1Y | +77.6% | -0.7% | +78.3% | +82.5% |
| 3Y | +392.8% | +12.5% | +380.3% | +283.0% |
| 5Y | +234.1% | -2.5% | +236.7% | +258.2% |
| All | +256.9% | +15.0% | +241.9% | +123.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling