+161.9%
DAL vs BND
+14.1%
+147.7%
-47.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BND | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.2% | -0.6% | -4.6% | -4.6% |
| 7D | +1.4% | -1.4% | +2.8% | +2.8% |
| 30D | +9.1% | +0.8% | +8.3% | +8.4% |
| 3M | -3.5% | -1.2% | -2.3% | -2.3% |
| 6M | +23.4% | -1.4% | +24.8% | +25.1% |
| YTD | +26.0% | -1.3% | +27.4% | +28.0% |
| 1Y | +44.6% | -1.2% | +45.9% | +46.9% |
| All | +161.9% | +14.1% | +147.7% | +148.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling