+309.8%
BE vs IEF
-2.7%
+312.5%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IEF | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.7% | -0.2% | +6.9% | +6.7% |
| 7D | +9.0% | -1.3% | +10.4% | +9.2% |
| 30D | +16.3% | -1.7% | +18.0% | +16.5% |
| 3M | +10.8% | -2.5% | +13.3% | +10.1% |
| 6M | +73.2% | -3.3% | +76.5% | +63.2% |
| YTD | +217.4% | -2.8% | +220.2% | +212.0% |
| 1Y | +309.8% | -2.7% | +312.5% | +305.7% |
| All | +309.8% | -2.7% | +312.5% | +305.7% |
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