-17.0%
TEAM vs IEF
+10.0%
-27.0%
-82.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IEF | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.3% | +1.0% | +0.8% |
| 7D | -4.7% | -0.3% | -4.4% | -4.6% |
| 30D | +17.0% | -0.6% | +17.6% | +17.3% |
| 3M | +85.9% | -1.0% | +86.9% | +86.5% |
| 6M | +116.7% | -3.1% | +119.7% | +118.1% |
| YTD | +9.6% | -1.9% | +11.5% | +10.1% |
| 1Y | -2.5% | -1.4% | -1.2% | -2.1% |
| All | -17.0% | +10.0% | -27.0% | -22.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling