+1,524.9%
HWM vs TENB
+3.0%
+1,521.9%
-64.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TENB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.7% | +0.2% | -0.3% |
| 7D | -2.1% | -9.1% | +7.0% | -0.5% |
| 30D | -11.0% | -4.9% | -6.1% | -10.6% |
| 3M | +4.0% | +16.9% | -12.9% | -0.5% |
| 6M | -0.2% | +68.0% | -68.2% | -12.4% |
| YTD | +26.7% | +45.6% | -18.9% | +13.9% |
| 1Y | +44.7% | +12.7% | +32.0% | +37.4% |
| 3Y | +426.1% | -24.4% | +450.5% | +434.4% |
| 5Y | +738.5% | -26.7% | +765.2% | +714.1% |
| All | +1,524.9% | +3.0% | +1,521.9% | +1,108.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling