+177.4%
HPQ vs BND
+76.6%
+100.8%
-77.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BND | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | -0.1% | -4.4% | -4.5% |
| 7D | -0.5% | +0.1% | -0.6% | -0.4% |
| 30D | +3.7% | -0.4% | +4.1% | +3.6% |
| 3M | +24.3% | -0.2% | +24.5% | +24.2% |
| 6M | +64.8% | -1.2% | +65.9% | +63.9% |
| YTD | +43.9% | -0.3% | +44.2% | +43.7% |
| 1Y | +11.7% | +0.4% | +11.3% | +11.8% |
| 3Y | +19.7% | +13.4% | +6.3% | +26.1% |
| 5Y | +32.2% | -1.5% | +33.7% | +24.7% |
| 10Y | +198.9% | +15.5% | +183.5% | +233.5% |
| All | +177.4% | +76.6% | +100.8% | +333.7% |
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