+207.1%
WM vs TENB
+31.4%
+175.8%
-30.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TENB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +3.7% | -3.5% | -0.1% |
| 7D | -0.5% | -8.0% | +7.5% | +0.1% |
| 30D | +13.3% | +5.0% | +8.3% | +12.7% |
| 3M | +4.4% | +20.0% | -15.7% | +2.5% |
| 6M | +10.8% | +100.0% | -89.2% | +3.9% |
| YTD | +9.1% | +85.6% | -76.5% | +2.4% |
| 1Y | +19.1% | +57.8% | -38.7% | +13.4% |
| 3Y | +45.7% | +17.6% | +28.0% | +40.9% |
| 5Y | +60.4% | -21.7% | +82.2% | +57.0% |
| All | +207.1% | +31.4% | +175.8% | +154.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling