+503.6%
IBKR vs BND
-2.6%
+506.2%
-38.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BND | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | -0.1% | +2.3% | +2.1% |
| 7D | -1.3% | -1.0% | -0.3% | -2.0% |
| 30D | -0.2% | -1.1% | +0.9% | -0.9% |
| 3M | +3.0% | -1.9% | +4.8% | +1.7% |
| 6M | +33.9% | -1.6% | +35.5% | +32.1% |
| YTD | +42.5% | -1.2% | +43.7% | +41.1% |
| 1Y | +44.9% | -0.7% | +45.6% | +44.1% |
| 3Y | +293.0% | +12.5% | +280.5% | +330.3% |
| All | +503.6% | -2.6% | +506.2% | +439.6% |
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