+20.9%
IBB vs TENB
-28.0%
+48.9%
-39.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TENB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -1.6% | -0.6% | -1.9% |
| 7D | -1.7% | -5.0% | +3.3% | -0.8% |
| 30D | +4.9% | -7.4% | +12.2% | +5.7% |
| 3M | +24.2% | +22.3% | +1.9% | +17.8% |
| 6M | +23.8% | +60.2% | -36.3% | +10.0% |
| YTD | +23.0% | +43.2% | -20.3% | +11.3% |
| 1Y | +46.2% | +8.2% | +38.0% | +40.7% |
| 3Y | +64.8% | -23.8% | +88.6% | +67.6% |
| 5Y | +20.9% | -26.9% | +47.8% | +19.0% |
| All | +20.9% | -28.0% | +48.9% | +19.0% |
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