+388.6%
DAL vs BND
+73.9%
+314.7%
-81.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BND | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.2% | -0.6% | -4.6% | -5.3% |
| 7D | +1.4% | -1.4% | +2.8% | +1.3% |
| 30D | +9.1% | +0.8% | +8.3% | +9.1% |
| 3M | -3.5% | -1.2% | -2.3% | -3.6% |
| 6M | +23.4% | -1.4% | +24.8% | +23.2% |
| YTD | +26.0% | -1.3% | +27.4% | +25.8% |
| 1Y | +44.6% | -1.2% | +45.9% | +44.4% |
| 3Y | +162.7% | +13.7% | +149.0% | +169.4% |
| 5Y | +113.0% | -1.7% | +114.7% | +104.2% |
| 10Y | +109.8% | +17.2% | +92.7% | +143.5% |
| All | +388.6% | +73.9% | +314.7% | +743.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling