+50.5%
DAL vs BND
-0.1%
+50.6%
-22.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BND | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | -0.1% | +2.2% | +2.5% |
| 7D | +8.8% | 0.0% | +8.8% | +8.5% |
| 30D | +5.4% | +2.3% | +3.1% | -3.9% |
| 3M | -4.9% | -0.2% | -4.7% | -3.5% |
| 6M | +19.8% | -1.0% | +20.8% | +25.1% |
| YTD | +27.0% | -0.4% | +27.4% | +29.5% |
| All | +50.5% | -0.1% | +50.6% | +50.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling