+215.7%
IEFA vs BBWI
-15.5%
+231.2%
-34.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-08.
| Period | Portfolio | BBWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -3.1% | +2.5% | -0.1% |
| 7D | +1.2% | +1.6% | -0.4% | +0.9% |
| 30D | -0.6% | -6.2% | +5.6% | +0.1% |
| 3M | +6.2% | +4.3% | +1.9% | +5.0% |
| 6M | +11.2% | -7.2% | +18.3% | +11.1% |
| YTD | +14.2% | -3.0% | +17.2% | +12.9% |
| 1Y | +20.0% | -30.8% | +50.8% | +23.6% |
| 3Y | +68.8% | -43.4% | +112.2% | +73.5% |
| 5Y | +52.7% | -66.7% | +119.4% | +64.7% |
| 10Y | +144.2% | -55.7% | +199.9% | +129.9% |
| All | +215.7% | -15.5% | +231.2% | +144.7% |
Cumulative growth
Daily Returns
Daily percentage return beside BBWI.
Daily Out/Under-Performance
Portfolio return minus BBWI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BBWI 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 1990-01-01 to 2026-09-08: compounded portfolio wealth divided by compounded BBWI 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…
1990-01-01 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling