+128.1%
DAL vs BND
+17.0%
+111.1%
-69.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BND | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.3% | 0.0% | +5.2% | +5.2% |
| 7D | +10.0% | +0.4% | +9.6% | +9.6% |
| 30D | +12.0% | +2.0% | +10.0% | +9.9% |
| 3M | +0.8% | -0.4% | +1.2% | +1.2% |
| 6M | +26.2% | -0.9% | +27.1% | +27.6% |
| YTD | +33.7% | -0.3% | +34.0% | +34.6% |
| 1Y | +57.6% | 0.0% | +57.6% | +58.3% |
| 3Y | +183.5% | +15.1% | +168.4% | +147.9% |
| 5Y | +114.2% | -1.5% | +115.7% | +124.1% |
| 10Y | +128.1% | +17.6% | +110.5% | +163.2% |
| All | +128.1% | +17.0% | +111.1% | +163.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling