+913.4%
ASX vs IEF
+4.2%
+909.2%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IEF | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | -0.1% | +6.2% | +6.1% |
| 7D | +6.3% | +0.1% | +6.2% | +6.3% |
| 30D | +6.4% | -0.7% | +7.1% | +6.3% |
| 3M | +13.1% | -0.4% | +13.6% | +13.1% |
| 6M | +90.3% | -2.5% | +92.8% | +89.1% |
| YTD | +149.6% | -1.6% | +151.2% | +148.7% |
| 1Y | +249.2% | -1.3% | +250.5% | +248.2% |
| 3Y | +445.9% | +10.1% | +435.8% | +456.9% |
| 5Y | +477.7% | -8.3% | +486.0% | +417.0% |
| 10Y | +913.4% | +4.5% | +908.9% | +839.8% |
| All | +913.4% | +4.2% | +909.2% | +839.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling