+392.2%
DAL vs BND
+75.6%
+316.6%
-81.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BND | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | -0.1% | +2.2% | +2.2% |
| 7D | +8.8% | 0.0% | +8.8% | +8.8% |
| 30D | +5.4% | +2.3% | +3.1% | +5.5% |
| 3M | -4.9% | -0.2% | -4.7% | -5.0% |
| 6M | +19.8% | -1.0% | +20.8% | +19.6% |
| YTD | +27.0% | -0.4% | +27.4% | +26.9% |
| 1Y | +52.5% | -0.1% | +52.6% | +52.3% |
| 3Y | +173.8% | +15.1% | +158.7% | +181.1% |
| 5Y | +104.5% | -1.5% | +106.0% | +95.5% |
| 10Y | +129.7% | +16.0% | +113.7% | +158.9% |
| All | +392.2% | +75.6% | +316.6% | +749.9% |
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 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