+648.6%
HUBS vs BND
+22.3%
+626.3%
-80.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BND | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.1% | +0.9% | +0.9% |
| 7D | -9.0% | -1.0% | -8.0% | -8.0% |
| 30D | +7.2% | -1.1% | +8.4% | +8.7% |
| 3M | +20.9% | -1.9% | +22.7% | +23.5% |
| 6M | -13.0% | -1.6% | -11.4% | -11.4% |
| YTD | -43.8% | -1.2% | -42.6% | -43.0% |
| 1Y | -54.6% | -0.7% | -53.9% | -54.3% |
| 3Y | -58.5% | +12.5% | -71.0% | -63.7% |
| 5Y | -66.4% | -2.5% | -63.9% | -68.2% |
| 10Y | +319.2% | +14.9% | +304.3% | +369.1% |
| All | +648.6% | +22.3% | +626.3% | +898.3% |
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