-2.1%
BND vs IOVA
-64.1%
+62.1%
-17.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -3.1% | +2.9% | -0.2% |
| 7D | -0.1% | -2.2% | +2.1% | -0.1% |
| 30D | -0.2% | +31.7% | -32.0% | -0.5% |
| 3M | -0.7% | +117.3% | -117.9% | -1.4% |
| 6M | -1.7% | +55.8% | -57.5% | -2.2% |
| YTD | -0.5% | +208.8% | -209.3% | -1.7% |
| 1Y | +0.4% | +255.7% | -255.3% | -1.0% |
| 3Y | +13.1% | +41.7% | -28.5% | +11.3% |
| 5Y | -2.1% | -64.9% | +62.8% | -3.2% |
| All | -2.1% | -64.1% | +62.1% | -3.2% |
Cumulative growth
Daily Returns
Daily percentage return beside IOVA.
Daily Out/Under-Performance
Portfolio return minus IOVA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IOVA 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 IOVA 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