+9.4%
IEF vs TENB
-9.4%
+18.8%
-23.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TENB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -6.0% | +5.8% | -0.2% |
| 7D | -1.3% | -12.1% | +10.7% | -1.3% |
| 30D | -1.7% | -18.6% | +16.9% | -1.7% |
| 3M | -2.5% | +12.1% | -14.6% | -2.5% |
| 6M | -3.3% | +46.8% | -50.1% | -3.3% |
| YTD | -2.8% | +28.0% | -30.8% | -2.9% |
| 1Y | -2.7% | -1.4% | -1.3% | -2.7% |
| 3Y | +8.9% | -33.9% | +42.8% | +9.0% |
| 5Y | -9.4% | -34.6% | +25.2% | -9.4% |
| All | +9.4% | -9.4% | +18.8% | +11.8% |
Cumulative growth
Daily Returns
Daily percentage return beside TENB.
Daily Out/Under-Performance
Portfolio return minus TENB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TENB 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 TENB 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