+6,169.9%
MU vs IEF
+4.6%
+6,165.4%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IEF | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | -0.3% | +3.0% | +2.5% |
| 7D | +7.5% | -0.3% | +7.8% | +7.2% |
| 30D | +19.4% | -0.6% | +19.9% | +18.8% |
| 3M | +9.8% | -1.0% | +10.8% | +8.9% |
| 6M | +164.1% | -3.1% | +167.2% | +156.2% |
| YTD | +260.3% | -1.9% | +262.2% | +253.7% |
| 1Y | +661.2% | -1.4% | +662.5% | +651.3% |
| 3Y | +1,380.8% | +9.8% | +1,371.1% | +1,506.6% |
| 5Y | +1,346.4% | -8.8% | +1,355.2% | +984.5% |
| 10Y | +6,169.9% | +4.7% | +6,165.3% | +7,128.7% |
| All | +6,169.9% | +4.6% | +6,165.4% | +7,128.7% |
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