+122.1%
URI vs TENB
-25.3%
+147.4%
-37.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TENB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -0.7% | +2.3% | +1.7% |
| 7D | -2.0% | -9.1% | +7.1% | -0.7% |
| 30D | -12.9% | -4.9% | -8.1% | -12.6% |
| 3M | -6.7% | +16.9% | -23.7% | -10.0% |
| 6M | +19.0% | +68.0% | -49.0% | +5.5% |
| YTD | +25.5% | +45.6% | -20.0% | +15.5% |
| 1Y | +5.5% | +12.7% | -7.2% | +5.4% |
| All | +122.1% | -25.3% | +147.4% | +142.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling