+143.3%
DELL vs BND
-0.5%
+143.8%
-36.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BND | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.8% | +0.4% | -9.2% | -9.8% |
| 7D | -24.6% | +0.4% | -25.0% | -25.4% |
| 30D | -32.5% | +2.3% | -34.8% | -37.5% |
| 3M | -20.2% | -1.0% | -19.3% | -16.4% |
| 6M | +76.5% | -0.9% | +77.3% | +84.9% |
| YTD | +198.9% | -0.9% | +199.8% | +213.0% |
| 1Y | +143.3% | -0.5% | +143.8% | +150.5% |
| All | +143.3% | -0.5% | +143.8% | +150.5% |
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 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