+140.8%
IEMG vs BND
+15.0%
+125.8%
-38.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BND | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -0.1% | +1.3% | +1.3% |
| 7D | -1.3% | -1.0% | -0.3% | -0.6% |
| 30D | +1.9% | -1.1% | +3.0% | +2.7% |
| 3M | +1.4% | -1.9% | +3.3% | +2.7% |
| 6M | +15.2% | -1.6% | +16.8% | +16.5% |
| YTD | +23.8% | -1.2% | +25.1% | +25.0% |
| 1Y | +30.7% | -0.7% | +31.4% | +31.6% |
| 3Y | +83.3% | +12.5% | +70.8% | +72.2% |
| 5Y | +48.8% | -2.5% | +51.3% | +49.4% |
| All | +140.8% | +15.0% | +125.8% | +137.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling