+645.2%
HWM vs BND
-1.8%
+647.0%
-20.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BND | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.2% | +0.7% | +0.6% |
| 7D | -8.0% | -0.1% | -7.9% | -8.0% |
| 30D | -18.0% | -0.2% | -17.8% | -17.9% |
| 3M | -9.5% | -0.7% | -8.8% | -9.3% |
| 6M | -8.4% | -1.7% | -6.7% | -7.9% |
| YTD | +13.6% | -0.5% | +14.2% | +13.9% |
| 1Y | +30.2% | +0.4% | +29.9% | +30.3% |
| 3Y | +392.2% | +13.1% | +379.1% | +372.0% |
| 5Y | +645.2% | -2.1% | +647.3% | +563.0% |
| All | +645.2% | -1.8% | +647.0% | +563.0% |
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