+655.5%
HWM vs TENB
-28.0%
+683.6%
-20.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TENB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -10.7% | -1.6% | -9.1% | -10.5% |
| 7D | -9.2% | -5.0% | -4.2% | -8.5% |
| 30D | -17.9% | -7.4% | -10.5% | -17.3% |
| 3M | -6.0% | +22.3% | -28.3% | -9.8% |
| 6M | -7.4% | +60.2% | -67.5% | -15.6% |
| YTD | +13.1% | +43.2% | -30.1% | +4.5% |
| 1Y | +29.3% | +8.2% | +21.2% | +26.2% |
| 3Y | +389.9% | -23.8% | +413.7% | +402.5% |
| 5Y | +655.5% | -26.9% | +682.4% | +637.4% |
| All | +655.5% | -28.0% | +683.6% | +637.4% |
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