+25.1%
USB vs TENB
-24.7%
+49.8%
-52.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TENB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -3.9% | +3.6% | +0.1% |
| 7D | +1.4% | -10.8% | +12.2% | +2.8% |
| 30D | +6.4% | +0.9% | +5.5% | +6.0% |
| 3M | -4.5% | +14.3% | -18.8% | -6.8% |
| 6M | +11.4% | +92.2% | -80.8% | -0.3% |
| YTD | +17.1% | +78.3% | -61.2% | +5.2% |
| 1Y | +32.6% | +49.5% | -16.9% | +22.6% |
| 3Y | +101.8% | +12.2% | +89.7% | +93.8% |
| 5Y | +25.1% | -22.4% | +47.5% | +23.0% |
| All | +25.1% | -24.7% | +49.8% | +23.0% |
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