+86.1%
HUT vs BND
-1.8%
+87.9%
-95.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BND | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | -0.2% | -3.4% | -3.2% |
| 7D | +18.9% | -0.1% | +19.0% | +19.2% |
| 30D | +12.0% | -0.2% | +12.2% | +12.5% |
| 3M | -14.9% | -0.7% | -14.2% | -13.6% |
| 6M | +96.8% | -1.7% | +98.5% | +104.3% |
| YTD | +108.8% | -0.5% | +109.3% | +112.7% |
| 1Y | +227.4% | +0.4% | +227.0% | +228.4% |
| 3Y | +760.3% | +13.1% | +747.1% | +583.3% |
| 5Y | +86.1% | -2.1% | +88.2% | +53.3% |
| All | +86.1% | -1.8% | +87.9% | +53.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling