+563.1%
HPE vs BND
+15.0%
+548.1%
-56.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BND | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.4% | -0.1% | +12.5% | +12.4% |
| 7D | +19.4% | -1.0% | +20.4% | +19.5% |
| 30D | +5.6% | -1.1% | +6.7% | +5.7% |
| 3M | +33.1% | -1.9% | +34.9% | +33.2% |
| 6M | +192.5% | -1.6% | +194.1% | +192.6% |
| YTD | +160.9% | -1.2% | +162.2% | +161.1% |
| 1Y | +155.0% | -0.7% | +155.7% | +155.1% |
| 3Y | +289.4% | +12.5% | +276.9% | +288.5% |
| 5Y | +395.7% | -2.5% | +398.2% | +379.2% |
| All | +563.1% | +15.0% | +548.1% | +678.4% |
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