+325.3%
ASX vs IEF
+12.2%
+313.1%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IEF | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.4% | -0.1% | +6.5% | +6.4% |
| 7D | -19.9% | +0.1% | -20.0% | -19.9% |
| 30D | -30.9% | +3.1% | -34.0% | -31.3% |
| 3M | -15.1% | -0.5% | -14.6% | -14.7% |
| 6M | -6.5% | -1.6% | -4.8% | -6.0% |
| YTD | +98.4% | -1.6% | +100.0% | +99.4% |
| 1Y | +107.9% | -1.5% | +109.3% | +108.9% |
| 3Y | +325.3% | +12.4% | +312.9% | +299.4% |
| All | +325.3% | +12.2% | +313.1% | +299.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling