+138,563.4%
AAPL vs IEF
+129.4%
+138,434.0%
-60.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| 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% | +2.3% |
| 3M | +2.9% | -1.0% | +3.9% | +2.0% |
| 6M | +22.1% | -2.8% | +24.9% | +19.0% |
| YTD | +18.0% | -1.5% | +19.5% | +16.4% |
| 1Y | +33.9% | -0.4% | +34.4% | +33.4% |
| 3Y | +71.2% | +9.7% | +61.5% | +85.5% |
| 5Y | +112.6% | -8.3% | +120.9% | +84.8% |
| 10Y | +1,198.8% | +4.6% | +1,194.2% | +1,253.9% |
| All | +138,563.4% | +129.4% | +138,434.0% | +469,783.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling