+144.6%
IEFA vs BEN
+56.6%
+88.0%
-34.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | 0.0% | +1.0% | +1.0% |
| 7D | -1.6% | -3.1% | +1.5% | -0.6% |
| 30D | -1.5% | +0.2% | -1.7% | -1.6% |
| 3M | +3.4% | +6.8% | -3.4% | +1.1% |
| 6M | +9.5% | +38.1% | -28.6% | -1.5% |
| YTD | +13.0% | +44.3% | -31.3% | +0.1% |
| 1Y | +18.0% | +42.6% | -24.6% | +4.6% |
| 3Y | +65.4% | +52.3% | +13.1% | +39.9% |
| 5Y | +51.6% | +37.6% | +13.9% | +29.2% |
| All | +144.6% | +56.6% | +88.0% | +88.0% |
Cumulative growth
Daily Returns
Daily percentage return beside BEN.
Daily Out/Under-Performance
Portfolio return minus BEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BEN 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 BEN 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