+243.8%
HPQ vs BND
+15.0%
+228.9%
-51.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BND | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.4% | -0.1% | +8.5% | +8.4% |
| 7D | +9.8% | -1.0% | +10.8% | +10.0% |
| 30D | +22.4% | -1.1% | +23.5% | +22.6% |
| 3M | +45.2% | -1.9% | +47.0% | +45.7% |
| 6M | +96.4% | -1.6% | +98.1% | +97.1% |
| YTD | +65.4% | -1.2% | +66.6% | +65.8% |
| 1Y | +31.6% | -0.7% | +32.3% | +31.8% |
| 3Y | +37.0% | +12.5% | +24.5% | +34.0% |
| 5Y | +53.0% | -2.5% | +55.5% | +46.3% |
| All | +243.8% | +15.0% | +228.9% | +282.9% |
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