+607.9%
URI vs TENB
+1.3%
+606.6%
-59.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TENB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -0.1% | +1.4% | +1.4% |
| 7D | +5.0% | -1.7% | +6.7% | +5.4% |
| 30D | -9.4% | -8.3% | -1.1% | -8.0% |
| 3M | -5.8% | +26.2% | -32.0% | -13.4% |
| 6M | +25.8% | +60.2% | -34.3% | +5.9% |
| YTD | +27.9% | +43.1% | -15.2% | +10.5% |
| 1Y | +9.7% | +9.4% | +0.4% | +2.7% |
| 3Y | +128.0% | -23.9% | +151.8% | +132.3% |
| 5Y | +212.4% | -28.2% | +240.6% | +204.0% |
| All | +607.9% | +1.3% | +606.6% | +396.1% |
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