+192.5%
SHEL vs TENB
-32.3%
+224.8%
-25.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TENB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -4.9% | +5.2% | +0.6% |
| 7D | +3.9% | -7.1% | +11.1% | +4.3% |
| 30D | +7.0% | -15.4% | +22.3% | +7.7% |
| 3M | +12.5% | +19.5% | -7.0% | +10.6% |
| 6M | +14.8% | +54.8% | -40.0% | +10.7% |
| YTD | +34.2% | +36.1% | -1.9% | +30.3% |
| 1Y | +37.0% | +7.0% | +30.0% | +35.5% |
| 3Y | +70.9% | -27.6% | +98.5% | +72.5% |
| 5Y | +192.5% | -30.5% | +223.0% | +186.4% |
| All | +192.5% | -32.3% | +224.8% | +186.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling