+4.9%
IEF vs AMIX
-100.0%
+104.8%
-6.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +1.1% | -1.3% | -0.2% |
| 7D | -2.0% | -9.9% | +7.9% | -2.0% |
| 30D | +0.7% | -52.8% | +53.5% | +0.8% |
| 3M | -2.5% | -80.0% | +77.5% | -2.4% |
| 6M | -2.6% | -80.2% | +77.7% | -2.7% |
| YTD | -3.2% | -88.1% | +84.9% | -3.3% |
| 1Y | -3.0% | -91.1% | +88.0% | -3.1% |
| All | +4.9% | -100.0% | +104.8% | +6.3% |
Cumulative growth
Daily Returns
Daily percentage return beside AMIX.
Daily Out/Under-Performance
Portfolio return minus AMIX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMIX 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 5y: compounded portfolio wealth divided by compounded AMIX 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…
5y analysis · Full analysis span regression · 6 months rolling