+1,773.8%
HWM vs BND
+16.6%
+1,757.2%
-64.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BND | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | 0.0% | -0.5% | -0.5% |
| 7D | -2.1% | -0.1% | -2.0% | -2.1% |
| 30D | -11.0% | -0.4% | -10.6% | -11.0% |
| 3M | +4.0% | -0.6% | +4.7% | +4.1% |
| 6M | -0.2% | -1.4% | +1.2% | -0.1% |
| YTD | +26.7% | -0.2% | +26.9% | +26.7% |
| 1Y | +44.7% | +1.3% | +43.4% | +44.8% |
| 3Y | +426.1% | +13.2% | +412.9% | +422.8% |
| 5Y | +738.5% | -1.6% | +740.1% | +694.8% |
| All | +1,773.8% | +16.6% | +1,757.2% | +2,096.2% |
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