+207.0%
WPM vs TENB
-24.3%
+231.4%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TENB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.7% | +0.4% | -0.2% |
| 7D | -3.6% | -3.3% | -0.3% | -3.4% |
| 30D | +1.4% | +6.9% | -5.5% | +0.9% |
| 3M | -0.2% | +1.8% | -2.0% | -0.5% |
| 6M | -7.3% | +98.1% | -105.4% | -12.5% |
| YTD | +12.3% | +73.2% | -60.9% | +7.1% |
| 1Y | +24.9% | +50.7% | -25.8% | +20.9% |
| 3Y | +210.4% | +9.3% | +201.0% | +209.9% |
| All | +207.0% | -24.3% | +231.4% | +217.9% |
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