+494.4%
TEAM vs IEF
+3.8%
+490.7%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IEF | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.2% | +0.3% | +0.1% |
| 7D | -5.2% | -1.3% | -3.9% | -4.8% |
| 30D | +15.8% | -1.7% | +17.5% | +16.5% |
| 3M | +101.5% | -2.5% | +104.0% | +103.3% |
| 6M | +138.2% | -3.3% | +141.4% | +140.9% |
| YTD | +10.8% | -2.8% | +13.7% | +11.9% |
| 1Y | +1.7% | -2.7% | +4.4% | +2.7% |
| 3Y | -16.0% | +8.9% | -24.9% | -19.1% |
| 5Y | -52.7% | -9.4% | -43.3% | -56.7% |
| All | +494.4% | +3.8% | +490.7% | +571.5% |
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