+17.0%
IEFA vs BBY
+33.0%
-16.0%
-11.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | +8.0% | -5.5% | +1.9% |
| 7D | +1.9% | +4.5% | -2.7% | +1.5% |
| 30D | +1.4% | +16.0% | -14.6% | +0.3% |
| 3M | -1.4% | +18.6% | -20.0% | -2.6% |
| 6M | +6.3% | +80.1% | -73.7% | +1.8% |
| YTD | +11.9% | +57.4% | -45.5% | +8.1% |
| 1Y | +17.0% | +34.5% | -17.5% | +16.9% |
| All | +17.0% | +33.0% | -16.0% | +16.9% |
Cumulative growth
Daily Returns
Daily percentage return beside BBY.
Daily Out/Under-Performance
Portfolio return minus BBY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BBY 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 1y: compounded portfolio wealth divided by compounded BBY 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…
1y analysis · Full analysis span regression · 6 months rolling