+56.4%
SW vs TENB
+3.0%
+53.4%
-54.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TENB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -0.7% | +2.0% | +1.3% |
| 7D | -5.1% | -9.1% | +4.0% | -4.3% |
| 30D | -4.6% | -4.9% | +0.3% | -4.3% |
| 3M | +9.4% | +16.9% | -7.5% | +7.3% |
| 6M | +3.5% | +68.0% | -64.5% | -2.3% |
| YTD | +22.0% | +45.6% | -23.5% | +16.5% |
| 1Y | +2.2% | +12.7% | -10.5% | +0.1% |
| 3Y | +19.6% | -24.4% | +44.0% | +20.1% |
| 5Y | -2.3% | -26.7% | +24.4% | -3.7% |
| All | +56.4% | +3.0% | +53.4% | +46.1% |
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