+33.9%
AAPL vs IEF
-0.2%
+34.2%
-13.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IEF | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | 0.0% | -2.5% | -2.5% |
| 7D | +0.1% | -0.3% | +0.4% | +0.2% |
| 30D | +3.0% | -0.8% | +3.8% | +3.3% |
| 3M | +2.9% | -1.0% | +3.9% | +3.2% |
| 6M | +22.1% | -2.8% | +24.9% | +21.0% |
| YTD | +18.0% | -1.5% | +19.5% | +18.1% |
| 1Y | +33.9% | -0.4% | +34.4% | +37.6% |
| All | +33.9% | -0.2% | +34.2% | +37.6% |
Cumulative growth
Daily Returns
Daily percentage return beside IEF.
Daily Out/Under-Performance
Portfolio return minus IEF return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IEF 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 1y: compounded portfolio wealth divided by compounded IEF 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…
1y analysis · Full analysis span regression · 6 months rolling