+48.9%
BEN vs TENB
-9.4%
+58.3%
-56.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TENB | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -6.0% | +6.0% | +1.2% |
| 7D | -3.1% | -12.1% | +9.0% | -0.6% |
| 30D | +0.2% | -18.6% | +18.8% | +4.0% |
| 3M | +6.8% | +12.1% | -5.2% | +2.7% |
| 6M | +38.1% | +46.8% | -8.7% | +23.6% |
| YTD | +44.3% | +28.0% | +16.4% | +32.5% |
| 1Y | +42.6% | -1.4% | +44.0% | +38.7% |
| 3Y | +52.3% | -33.9% | +86.3% | +58.8% |
| 5Y | +37.6% | -34.6% | +72.3% | +38.0% |
| All | +48.9% | -9.4% | +58.3% | +21.2% |
Cumulative growth
Daily Returns
Daily percentage return beside TENB.
Daily Out/Under-Performance
Portfolio return minus TENB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TENB 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 TENB 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