+51.7%
IVZ vs TENB
+8.6%
+43.1%
-22.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TENB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -1.6% | -0.6% | -2.0% |
| 7D | +1.1% | -5.0% | +6.1% | +1.8% |
| 30D | +3.1% | -7.4% | +10.5% | +3.9% |
| 3M | +18.2% | +22.3% | -4.1% | +13.9% |
| 6M | +38.6% | +60.2% | -21.6% | +27.0% |
| YTD | +25.9% | +43.2% | -17.3% | +18.0% |
| 1Y | +51.7% | +8.2% | +43.5% | +57.3% |
| All | +51.7% | +8.6% | +43.1% | +57.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling