+3.6%
IEF vs BEN
+56.6%
-53.1%
-23.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | 0.0% | -0.2% | -0.2% |
| 7D | -1.3% | -3.1% | +1.8% | -1.4% |
| 30D | -1.7% | +0.2% | -1.9% | -1.7% |
| 3M | -2.5% | +6.8% | -9.4% | -2.4% |
| 6M | -3.3% | +38.1% | -41.4% | -2.6% |
| YTD | -2.8% | +44.3% | -47.2% | -2.1% |
| 1Y | -2.7% | +42.6% | -45.3% | -2.0% |
| 3Y | +8.9% | +52.3% | -43.4% | +10.1% |
| 5Y | -9.4% | +37.6% | -47.1% | -8.6% |
| All | +3.6% | +56.6% | -53.1% | +7.9% |
Cumulative growth
Daily Returns
Daily percentage return beside BEN.
Daily Out/Under-Performance
Portfolio return minus BEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BEN 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 10y: compounded portfolio wealth divided by compounded BEN 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…
10y analysis · Full analysis span regression · 6 months rolling