-1.4%
BND vs IBN
+73.5%
-74.9%
-17.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.4% | -0.5% | -0.1% |
| 7D | -1.4% | +1.9% | -3.3% | -1.5% |
| 30D | +0.6% | +22.1% | -21.5% | -0.1% |
| 3M | -1.6% | +17.1% | -18.7% | -2.1% |
| 6M | -1.5% | +35.5% | -37.1% | -2.5% |
| YTD | -1.5% | +16.8% | -18.3% | -2.1% |
| 1Y | -1.1% | +12.4% | -13.5% | -1.6% |
| 3Y | +13.6% | +58.0% | -44.4% | +11.8% |
| All | -1.4% | +73.5% | -74.9% | -3.0% |
Cumulative growth
Daily Returns
Daily percentage return beside IBN.
Daily Out/Under-Performance
Portfolio return minus IBN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IBN 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 IBN 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