+244.8%
NEE vs TEAM
+514.4%
-269.5%
-45.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TEAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.1% | -0.2% | -0.2% |
| 7D | -1.3% | -5.2% | +3.9% | -1.0% |
| 30D | -3.3% | +15.8% | -19.1% | -4.3% |
| 3M | -2.3% | +101.5% | -103.7% | -7.0% |
| 6M | -8.9% | +138.2% | -147.0% | -15.1% |
| YTD | +4.8% | +10.8% | -6.1% | +3.7% |
| 1Y | +18.7% | +1.7% | +17.0% | +18.2% |
| 3Y | +33.2% | -16.0% | +49.3% | +31.6% |
| 5Y | +10.9% | -52.7% | +63.6% | +11.1% |
| All | +244.8% | +514.4% | -269.5% | +192.5% |
Cumulative growth
Daily Returns
Daily percentage return beside TEAM.
Daily Out/Under-Performance
Portfolio return minus TEAM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TEAM 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 TEAM 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