+1,484.2%
HWM vs BND
+15.7%
+1,468.5%
-64.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BND | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -0.7% | +2.0% | +1.3% |
| 7D | -1.8% | -0.1% | -1.7% | -1.8% |
| 30D | -2.7% | +1.3% | -4.0% | -2.8% |
| 3M | -22.7% | -0.7% | -22.0% | -22.7% |
| 6M | -18.9% | -1.6% | -17.3% | -18.8% |
| YTD | +7.1% | -1.0% | +8.1% | +7.2% |
| 1Y | +4.7% | -0.7% | +5.4% | +4.8% |
| 3Y | +345.6% | +14.1% | +331.5% | +343.3% |
| 5Y | +588.3% | -1.5% | +589.8% | +554.3% |
| 10Y | +1,516.2% | +17.3% | +1,498.8% | +1,866.1% |
| All | +1,484.2% | +15.7% | +1,468.5% | +1,758.0% |
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 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