+206.6%
PSX vs TENB
-3.6%
+210.2%
-64.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TENB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -4.9% | +4.0% | -0.1% |
| 7D | +1.5% | -7.1% | +8.6% | +2.7% |
| 30D | +15.8% | -15.4% | +31.2% | +18.5% |
| 3M | +43.0% | +19.5% | +23.5% | +36.9% |
| 6M | +61.1% | +54.8% | +6.3% | +46.3% |
| YTD | +104.5% | +36.1% | +68.4% | +89.0% |
| 1Y | +102.5% | +7.0% | +95.5% | +95.2% |
| 3Y | +133.5% | -27.6% | +161.1% | +137.3% |
| 5Y | +367.0% | -30.5% | +397.4% | +352.0% |
| All | +206.6% | -3.6% | +210.2% | +126.5% |
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