+5.5%
URI vs TENB
+8.6%
-3.1%
-30.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TENB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -1.6% | +2.1% | +0.5% |
| 7D | +2.5% | -5.0% | +7.5% | +2.4% |
| 30D | -12.5% | -7.4% | -5.2% | -12.6% |
| 3M | -6.2% | +22.3% | -28.5% | -4.9% |
| 6M | +25.9% | +60.2% | -34.3% | +29.3% |
| YTD | +26.2% | +43.2% | -17.0% | +32.6% |
| 1Y | +5.5% | +8.2% | -2.7% | +21.1% |
| All | +5.5% | +8.6% | -3.1% | +21.1% |
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 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