+37.7%
BEN vs TENB
-32.3%
+70.0%
-47.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TENB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -4.9% | +3.5% | -0.3% |
| 7D | +0.3% | -7.1% | +7.5% | +1.9% |
| 30D | +0.9% | -15.4% | +16.3% | +4.0% |
| 3M | +9.2% | +19.5% | -10.3% | +3.1% |
| 6M | +36.8% | +54.8% | -18.0% | +19.8% |
| YTD | +44.4% | +36.1% | +8.3% | +29.9% |
| 1Y | +45.8% | +7.0% | +38.9% | +39.4% |
| 3Y | +52.5% | -27.6% | +80.1% | +57.2% |
| 5Y | +37.7% | -30.5% | +68.1% | +31.6% |
| All | +37.7% | -32.3% | +70.0% | +31.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling