+70.7%
PPL vs TENB
+1.4%
+69.3%
-48.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TENB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -1.6% | +1.5% | 0.0% |
| 7D | +1.8% | -5.0% | +6.8% | +2.1% |
| 30D | -1.1% | -7.4% | +6.3% | -0.7% |
| 3M | 0.0% | +22.3% | -22.2% | -2.1% |
| 6M | -7.6% | +60.2% | -67.8% | -12.0% |
| YTD | +1.7% | +43.2% | -41.5% | -2.4% |
| 1Y | +1.5% | +8.2% | -6.6% | -0.1% |
| 3Y | +55.3% | -23.8% | +79.0% | +55.8% |
| 5Y | +37.7% | -26.9% | +64.6% | +34.8% |
| All | +70.7% | +1.4% | +69.3% | +41.9% |
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