+46.0%
SW vs TENB
+22.6%
+23.4%
-54.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TENB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.7% | -0.2% | -0.8% |
| 7D | -2.9% | -3.3% | +0.3% | -2.7% |
| 30D | +5.0% | +6.9% | -1.9% | +4.3% |
| 3M | -13.7% | +1.8% | -15.5% | -14.2% |
| 6M | +8.0% | +98.1% | -90.0% | +0.3% |
| YTD | +14.0% | +73.2% | -59.3% | +6.7% |
| 1Y | +25.6% | +50.7% | -25.1% | +19.3% |
| 3Y | +40.1% | +9.3% | +30.8% | +36.5% |
| 5Y | -2.6% | -25.1% | +22.5% | -4.9% |
| All | +46.0% | +22.6% | +23.4% | +33.8% |
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