+4.5%
IEF vs SUI
+104.3%
-99.9%
-23.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -1.5% | +1.4% | 0.0% |
| 7D | +0.1% | -3.1% | +3.2% | +0.2% |
| 30D | -0.7% | -2.3% | +1.6% | -0.7% |
| 3M | -0.4% | -2.8% | +2.4% | -0.4% |
| 6M | -2.5% | -12.4% | +9.9% | -2.1% |
| YTD | -1.6% | -3.3% | +1.7% | -1.5% |
| 1Y | -1.3% | -5.8% | +4.5% | -1.2% |
| 3Y | +10.1% | +12.5% | -2.4% | +9.5% |
| 5Y | -8.3% | -32.9% | +24.5% | -8.8% |
| 10Y | +4.5% | +104.4% | -99.9% | -1.6% |
| All | +4.5% | +104.3% | -99.9% | -1.6% |
Cumulative growth
Daily Returns
Daily percentage return beside SUI.
Daily Out/Under-Performance
Portfolio return minus SUI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SUI 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 SUI 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