+144.6%
IEFA vs NDAQ
+368.2%
-223.6%
-34.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.6% | +1.6% | +1.2% |
| 7D | -1.6% | -5.6% | +4.0% | +0.5% |
| 30D | -1.5% | -4.4% | +2.9% | +0.1% |
| 3M | +3.4% | +5.9% | -2.4% | +0.6% |
| 6M | +9.5% | +7.7% | +1.7% | +5.5% |
| YTD | +13.0% | -5.2% | +18.2% | +13.9% |
| 1Y | +18.0% | -3.4% | +21.4% | +17.7% |
| 3Y | +65.4% | +85.6% | -20.3% | +24.2% |
| 5Y | +51.6% | +49.5% | +2.1% | +22.2% |
| All | +144.6% | +368.2% | -223.6% | +25.9% |
Cumulative growth
Daily Returns
Daily percentage return beside NDAQ.
Daily Out/Under-Performance
Portfolio return minus NDAQ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NDAQ 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 NDAQ 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