+1,428.5%
IBKR vs BND
+74.0%
+1,354.6%
-63.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BND | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | -0.1% | +2.3% | +2.1% |
| 7D | -1.3% | -1.0% | -0.3% | -2.2% |
| 30D | -0.2% | -1.1% | +0.9% | -1.2% |
| 3M | +3.0% | -1.9% | +4.8% | +1.3% |
| 6M | +33.9% | -1.6% | +35.5% | +31.6% |
| YTD | +42.5% | -1.2% | +43.7% | +40.7% |
| 1Y | +44.9% | -0.7% | +45.6% | +43.7% |
| 3Y | +293.0% | +12.5% | +280.5% | +338.4% |
| 5Y | +497.7% | -2.5% | +500.2% | +484.2% |
| 10Y | +1,004.4% | +14.9% | +989.5% | +1,219.2% |
| All | +1,428.5% | +74.0% | +1,354.6% | +2,224.3% |
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