+4,770.1%
DELL vs IEF
+4.3%
+4,765.8%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IEF | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -0.1% | +2.0% | +1.8% |
| 7D | +25.6% | +0.1% | +25.6% | +25.7% |
| 30D | +17.7% | -0.7% | +18.4% | +17.2% |
| 3M | +33.4% | -0.4% | +33.9% | +33.1% |
| 6M | +266.2% | -2.5% | +268.7% | +259.8% |
| YTD | +328.0% | -1.6% | +329.6% | +323.2% |
| 1Y | +339.6% | -1.3% | +340.9% | +335.5% |
| 3Y | +694.6% | +10.1% | +684.5% | +745.4% |
| 5Y | +1,122.0% | -8.3% | +1,130.3% | +963.4% |
| 10Y | +4,062.5% | +4.5% | +4,058.0% | +4,259.5% |
| All | +4,770.1% | +4.3% | +4,765.8% | +5,028.1% |
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