+34.8%
UL vs TENB
+3.0%
+31.8%
-30.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TENB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.7% | +0.6% | 0.0% |
| 7D | -1.3% | -9.1% | +7.7% | -0.8% |
| 30D | +0.5% | -4.9% | +5.3% | +0.7% |
| 3M | +17.6% | +16.9% | +0.7% | +15.9% |
| 6M | -5.4% | +68.0% | -73.3% | -9.3% |
| YTD | +0.7% | +45.6% | -44.9% | -2.7% |
| 1Y | -9.3% | +12.7% | -22.0% | -10.6% |
| 3Y | +24.5% | -24.4% | +48.9% | +25.4% |
| 5Y | +23.2% | -26.7% | +49.9% | +20.9% |
| All | +34.8% | +3.0% | +31.8% | +14.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling