+1,145.9%
DELL vs BND
-2.6%
+1,148.6%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BND | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.0% | -0.1% | +12.0% | +12.0% |
| 7D | +8.2% | -1.0% | +9.2% | +8.5% |
| 30D | +17.1% | -1.1% | +18.2% | +17.4% |
| 3M | +45.2% | -1.9% | +47.0% | +45.7% |
| 6M | +286.8% | -1.6% | +288.4% | +287.8% |
| YTD | +354.8% | -1.2% | +356.0% | +356.2% |
| 1Y | +358.3% | -0.7% | +359.0% | +359.7% |
| 3Y | +724.9% | +12.5% | +712.4% | +717.1% |
| All | +1,145.9% | -2.6% | +1,148.6% | +938.4% |
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