+143.5%
HL vs BND
+76.2%
+67.3%
-91.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BND | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -0.2% | +2.1% | +2.2% |
| 7D | +0.4% | -0.1% | +0.5% | +0.6% |
| 30D | +18.8% | -0.2% | +19.1% | +19.3% |
| 3M | +43.7% | -0.7% | +44.4% | +45.2% |
| 6M | -1.0% | -1.7% | +0.6% | +1.5% |
| YTD | +8.7% | -0.5% | +9.3% | +10.0% |
| 1Y | +105.0% | +0.4% | +104.6% | +105.6% |
| 3Y | +427.3% | +13.1% | +414.1% | +363.6% |
| 5Y | +249.3% | -2.1% | +251.4% | +243.7% |
| 10Y | +284.2% | +15.7% | +268.5% | +258.9% |
| All | +143.5% | +76.2% | +67.3% | +194.6% |
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 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