+627.8%
HON vs BND
+76.6%
+551.2%
-61.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BND | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.1% | -0.6% | -0.7% |
| 7D | -0.8% | +0.1% | -1.0% | -0.8% |
| 30D | -15.2% | -0.4% | -14.8% | -15.2% |
| 3M | -6.0% | -0.2% | -5.7% | -6.0% |
| 6M | -14.9% | -1.2% | -13.7% | -15.0% |
| YTD | +3.2% | -0.3% | +3.5% | +3.1% |
| 1Y | 0.0% | +0.4% | -0.4% | +0.1% |
| 3Y | +21.5% | +13.4% | +8.1% | +23.1% |
| 5Y | +4.0% | -1.5% | +5.6% | +0.3% |
| 10Y | +138.4% | +15.5% | +122.9% | +156.0% |
| All | +627.8% | +76.6% | +551.2% | +914.0% |
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