+252.1%
INTC vs IEF
+3.8%
+248.3%
-70.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IEF | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -0.2% | +2.8% | +2.5% |
| 7D | +7.5% | -1.3% | +8.8% | +6.9% |
| 30D | +2.0% | -1.7% | +3.7% | +1.3% |
| 3M | -12.0% | -2.5% | -9.5% | -12.9% |
| 6M | +114.5% | -3.3% | +117.8% | +110.9% |
| YTD | +179.0% | -2.8% | +181.8% | +175.0% |
| 1Y | +318.3% | -2.7% | +321.0% | +312.8% |
| 3Y | +171.2% | +8.9% | +162.3% | +182.9% |
| 5Y | +107.6% | -9.4% | +117.0% | +65.8% |
| All | +252.1% | +3.8% | +248.3% | +245.0% |
Cumulative growth
Daily Returns
Daily percentage return beside IEF.
Daily Out/Under-Performance
Portfolio return minus IEF return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IEF 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 IEF 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