+393.0%
EFA vs IBN
+4,300.2%
-3,907.1%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-08.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -2.5% | +2.0% | +0.1% |
| 7D | +1.2% | -2.2% | +3.4% | +1.8% |
| 30D | -0.7% | -2.3% | +1.6% | -0.2% |
| 3M | +6.4% | +15.9% | -9.5% | +2.4% |
| 6M | +11.4% | +5.6% | +5.8% | +9.7% |
| YTD | +14.0% | -0.1% | +14.1% | +13.8% |
| 1Y | +20.2% | -6.5% | +26.7% | +21.8% |
| 3Y | +68.2% | +29.3% | +38.9% | +55.7% |
| 5Y | +54.8% | +56.6% | -1.8% | +35.4% |
| 10Y | +142.4% | +314.4% | -172.0% | +55.9% |
| All | +393.0% | +4,300.2% | -3,907.1% | +95.3% |
Cumulative growth
Daily Returns
Daily percentage return beside IBN.
Daily Out/Under-Performance
Portfolio return minus IBN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IBN 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 1990-01-01 to 2026-09-08: compounded portfolio wealth divided by compounded IBN 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…
1990-01-01 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling