+50.8%
SW vs TENB
+31.4%
+19.4%
-54.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TENB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +3.7% | -3.4% | -0.1% |
| 7D | +1.8% | -8.0% | +9.8% | +2.5% |
| 30D | +7.0% | +5.0% | +2.0% | +6.4% |
| 3M | -7.6% | +20.0% | -27.7% | -9.6% |
| 6M | +8.5% | +100.0% | -91.5% | +0.8% |
| YTD | +17.7% | +85.6% | -67.9% | +9.5% |
| 1Y | +27.1% | +57.8% | -30.8% | +20.2% |
| 3Y | +48.2% | +17.6% | +30.6% | +43.5% |
| 5Y | -2.3% | -21.7% | +19.4% | -5.0% |
| All | +50.8% | +31.4% | +19.4% | +37.4% |
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 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