+121.4%
DAL vs BND
+17.7%
+103.7%
-69.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BND | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | 0.0% | -0.9% | -0.9% |
| 7D | +2.3% | -0.6% | +2.9% | +2.9% |
| 30D | +14.3% | +1.6% | +12.7% | +12.6% |
| 3M | +1.3% | -0.5% | +1.8% | +1.9% |
| 6M | +29.3% | -1.1% | +30.3% | +30.9% |
| YTD | +33.0% | -0.7% | +33.7% | +34.4% |
| 1Y | +59.8% | -0.7% | +60.5% | +61.6% |
| 3Y | +177.2% | +14.4% | +162.7% | +143.6% |
| 5Y | +118.4% | -1.1% | +119.4% | +126.6% |
| 10Y | +121.4% | +17.9% | +103.5% | +156.9% |
| All | +121.4% | +17.7% | +103.7% | +156.9% |
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