+123.5%
DAL vs BND
+17.4%
+106.2%
-69.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BND | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.7% | +1.1% | +1.1% |
| 7D | +10.7% | -0.1% | +10.8% | +10.8% |
| 30D | +12.5% | +1.3% | +11.2% | +11.1% |
| 3M | +3.6% | -0.7% | +4.4% | +4.4% |
| 6M | +26.7% | -1.6% | +28.3% | +29.1% |
| YTD | +34.3% | -1.0% | +35.3% | +36.2% |
| 1Y | +59.1% | -0.7% | +59.8% | +60.9% |
| 3Y | +179.9% | +14.1% | +165.8% | +146.7% |
| 5Y | +119.1% | -1.5% | +120.7% | +128.7% |
| All | +123.5% | +17.4% | +106.2% | +160.2% |
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