+71.5%
IWD vs TENB
-24.7%
+96.3%
-15.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TENB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -1.6% | +0.8% | -0.7% |
| 7D | -0.2% | -5.0% | +4.8% | +0.3% |
| 30D | -0.8% | -7.4% | +6.6% | -0.3% |
| 3M | +8.0% | +22.3% | -14.2% | +4.9% |
| 6M | +18.2% | +60.2% | -42.0% | +10.6% |
| YTD | +22.3% | +43.2% | -20.9% | +16.0% |
| 1Y | +28.9% | +8.2% | +20.7% | +28.1% |
| 3Y | +71.5% | -23.8% | +95.3% | +76.2% |
| All | +71.5% | -24.7% | +96.3% | +76.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling