+4,782.6%
DELL vs BND
+15.1%
+4,767.5%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BND | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.2% | +0.5% | +0.3% |
| 7D | +8.7% | -0.1% | +8.9% | +8.8% |
| 30D | +16.9% | -0.2% | +17.1% | +17.0% |
| 3M | +40.4% | -0.7% | +41.1% | +40.8% |
| 6M | +267.1% | -1.7% | +268.7% | +269.5% |
| YTD | +329.1% | -0.5% | +329.6% | +330.5% |
| 1Y | +346.9% | +0.4% | +346.6% | +347.2% |
| 3Y | +696.6% | +13.1% | +683.5% | +657.9% |
| 5Y | +1,106.2% | -2.1% | +1,108.3% | +1,133.2% |
| 10Y | +4,177.7% | +15.7% | +4,162.0% | +4,322.4% |
| All | +4,782.6% | +15.1% | +4,767.5% | +5,027.3% |
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