+420.1%
HUT vs BND
+17.2%
+402.9%
-95.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BND | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | 0.0% | +6.2% | +6.2% |
| 7D | +17.8% | -0.1% | +17.9% | +18.1% |
| 30D | +0.8% | -0.4% | +1.2% | +1.4% |
| 3M | -26.8% | -0.6% | -26.1% | -26.0% |
| 6M | +72.6% | -1.4% | +74.0% | +77.3% |
| YTD | +103.6% | -0.2% | +103.9% | +105.8% |
| 1Y | +265.3% | +1.3% | +264.0% | +261.5% |
| 3Y | +689.4% | +13.2% | +676.3% | +563.8% |
| 5Y | +75.3% | -1.6% | +76.9% | +65.0% |
| All | +420.1% | +17.2% | +402.9% | +318.2% |
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