+660.3%
URI vs TENB
+26.2%
+634.0%
-59.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TENB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -3.9% | +1.9% | -1.1% |
| 7D | -6.0% | -10.8% | +4.8% | -3.2% |
| 30D | +4.6% | +0.9% | +3.7% | +4.1% |
| 3M | -2.7% | +14.3% | -17.0% | -7.5% |
| 6M | +18.4% | +92.2% | -73.8% | -4.6% |
| YTD | +37.4% | +78.3% | -41.0% | +11.1% |
| 1Y | +30.4% | +49.5% | -19.2% | +11.2% |
| 3Y | +147.9% | +12.2% | +135.7% | +127.2% |
| 5Y | +202.1% | -22.4% | +224.4% | +188.3% |
| All | +660.3% | +26.2% | +634.0% | +398.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling