+1.5%
IEF vs BIYA
-99.8%
+101.3%
-4.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BIYA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -2.2% | +2.0% | -0.2% |
| 7D | -1.3% | -1.8% | +0.4% | -1.3% |
| 30D | -1.7% | -17.5% | +15.7% | -1.8% |
| 3M | -2.5% | -78.0% | +75.5% | -2.5% |
| 6M | -3.3% | -89.5% | +86.2% | -3.1% |
| YTD | -2.8% | -94.3% | +91.4% | -2.7% |
| 1Y | -2.7% | -98.6% | +95.9% | -2.4% |
| All | +1.5% | -99.8% | +101.3% | +2.0% |
Cumulative growth
Daily Returns
Daily percentage return beside BIYA.
Daily Out/Under-Performance
Portfolio return minus BIYA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BIYA 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 BIYA 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