+105.8%
DAL vs BND
-1.3%
+107.2%
-47.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BND | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | 0.0% | +1.8% | +1.8% |
| 7D | +0.1% | -0.1% | +0.3% | +0.2% |
| 30D | -13.9% | -0.4% | -13.6% | -13.7% |
| 3M | +1.1% | -0.6% | +1.7% | +1.6% |
| 6M | +26.2% | -1.4% | +27.7% | +27.3% |
| YTD | +16.4% | -0.2% | +16.7% | +16.8% |
| 1Y | +33.9% | +1.3% | +32.6% | +33.5% |
| 3Y | +93.4% | +13.2% | +80.2% | +82.0% |
| All | +105.8% | -1.3% | +107.2% | +83.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling