+149.5%
IWD vs TENB
+23.5%
+126.0%
-38.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TENB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -4.4% | +4.0% | +0.2% |
| 7D | +1.7% | -7.0% | +8.7% | +2.7% |
| 30D | +3.2% | -0.6% | +3.8% | +3.0% |
| 3M | +2.3% | +10.9% | -8.6% | -0.3% |
| 6M | +12.9% | +95.4% | -82.4% | -0.6% |
| YTD | +26.2% | +74.5% | -48.2% | +12.2% |
| 1Y | +28.3% | +49.2% | -21.0% | +17.1% |
| 3Y | +84.4% | +9.7% | +74.7% | +75.0% |
| 5Y | +73.0% | -24.6% | +97.6% | +67.5% |
| All | +149.5% | +23.5% | +126.0% | +89.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling