+5.5%
URI vs TENB
+11.6%
-6.1%
-30.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TENB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -0.7% | +2.3% | +1.6% |
| 7D | -2.0% | -9.1% | +7.1% | -2.2% |
| 30D | -12.9% | -4.9% | -8.1% | -13.0% |
| 3M | -6.7% | +16.9% | -23.7% | -5.6% |
| 6M | +19.0% | +68.0% | -49.0% | +21.5% |
| YTD | +25.5% | +45.6% | -20.0% | +31.9% |
| 1Y | +5.5% | +12.7% | -7.2% | +20.3% |
| All | +5.5% | +11.6% | -6.1% | +20.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling