+17.5%
BND vs IWD
+203.0%
-185.6%
-18.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.2% | -0.3% | -0.1% |
| 7D | -1.4% | +2.3% | -3.7% | -1.5% |
| 30D | +0.6% | +3.6% | -3.0% | +0.4% |
| 3M | -1.6% | +2.2% | -3.8% | -1.7% |
| 6M | -1.5% | +13.0% | -14.5% | -2.1% |
| YTD | -1.5% | +26.5% | -28.0% | -2.4% |
| 1Y | -1.1% | +30.1% | -31.2% | -2.2% |
| 3Y | +13.6% | +84.9% | -71.3% | +10.8% |
| 5Y | -1.8% | +73.4% | -75.2% | -4.2% |
| All | +17.5% | +203.0% | -185.6% | +15.0% |
Cumulative growth
Daily Returns
Daily percentage return beside IWD.
Daily Out/Under-Performance
Portfolio return minus IWD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IWD 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 10y: compounded portfolio wealth divided by compounded IWD 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…
10y analysis · Full analysis span regression · 6 months rolling