+7.3%
IEF vs DECK
+753.0%
-745.7%
-23.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DECK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +2.7% | -2.9% | -0.2% |
| 7D | -2.0% | +0.1% | -2.1% | -2.0% |
| 30D | +0.7% | +4.8% | -4.1% | +0.7% |
| 3M | -2.5% | -6.9% | +4.5% | -2.5% |
| 6M | -2.6% | -7.6% | +5.0% | -2.6% |
| YTD | -3.2% | -16.3% | +13.1% | -3.2% |
| 1Y | -3.0% | +4.5% | -7.5% | -2.9% |
| 3Y | +10.5% | -17.1% | +27.6% | +10.8% |
| 5Y | -8.2% | +21.9% | -30.1% | -7.6% |
| All | +7.3% | +753.0% | -745.7% | +12.4% |
Cumulative growth
Daily Returns
Daily percentage return beside DECK.
Daily Out/Under-Performance
Portfolio return minus DECK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DECK 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 DECK 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