+212.4%
URI vs TENB
-26.8%
+239.2%
-40.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| 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% | -8.2% |
| 3M | -5.8% | +26.2% | -32.0% | -12.2% |
| 6M | +25.8% | +60.2% | -34.3% | +8.6% |
| YTD | +27.9% | +43.1% | -15.2% | +13.2% |
| 1Y | +9.7% | +9.4% | +0.4% | +4.9% |
| 3Y | +128.0% | -23.9% | +151.8% | +136.0% |
| 5Y | +212.4% | -28.2% | +240.6% | +206.6% |
| All | +212.4% | -26.8% | +239.2% | +206.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling