+537.6%
PH vs TENB
-3.6%
+541.2%
-54.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TENB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -4.9% | +3.3% | -0.6% |
| 7D | -3.1% | -7.1% | +4.0% | -1.7% |
| 30D | -11.8% | -15.4% | +3.6% | -9.2% |
| 3M | +6.9% | +19.5% | -12.6% | +1.4% |
| 6M | -1.3% | +54.8% | -56.1% | -12.8% |
| YTD | +7.0% | +36.1% | -29.2% | -3.4% |
| 1Y | +23.1% | +7.0% | +16.1% | +17.6% |
| 3Y | +135.4% | -27.6% | +162.9% | +141.3% |
| 5Y | +250.3% | -30.5% | +280.8% | +241.0% |
| All | +537.6% | -3.6% | +541.2% | +363.7% |
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