+327.2%
SMH vs TENB
-35.4%
+362.6%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TENB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -6.0% | +7.5% | +3.1% |
| 7D | +0.3% | -12.1% | +12.4% | +3.8% |
| 30D | -2.8% | -18.6% | +15.8% | +2.2% |
| 3M | -6.7% | +12.1% | -18.8% | -12.0% |
| 6M | +41.8% | +46.8% | -5.0% | +21.3% |
| YTD | +57.9% | +28.0% | +29.9% | +40.0% |
| 1Y | +87.6% | -1.4% | +89.0% | +81.8% |
| 3Y | +282.9% | -33.9% | +316.9% | +312.3% |
| All | +327.2% | -35.4% | +362.6% | +343.9% |
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 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