+5.2%
IEF vs DECK
+874.1%
-868.8%
-23.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DECK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -1.2% | +1.1% | -0.1% |
| 7D | +0.1% | +5.8% | -5.6% | +0.1% |
| 30D | +3.1% | +7.9% | -4.8% | +3.1% |
| 3M | -0.8% | -11.4% | +10.6% | -0.9% |
| 6M | -2.0% | -16.6% | +14.6% | -2.0% |
| YTD | -1.9% | -16.4% | +14.4% | -2.0% |
| 1Y | -1.8% | +8.6% | -10.4% | -1.6% |
| 3Y | +12.0% | -15.1% | +27.1% | +12.3% |
| 5Y | -7.8% | +22.9% | -30.7% | -7.2% |
| All | +5.2% | +874.1% | -868.8% | +11.6% |
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