+10.1%
NEE vs TEAM
-53.2%
+63.4%
-45.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TEAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +0.7% | -2.2% | -1.4% |
| 7D | -0.5% | -4.7% | +4.1% | -0.4% |
| 30D | -1.7% | +17.0% | -18.7% | -2.3% |
| 3M | -1.8% | +85.9% | -87.7% | -4.5% |
| 6M | -8.8% | +116.7% | -125.5% | -12.4% |
| YTD | +5.2% | +9.6% | -4.4% | +5.8% |
| 1Y | +21.3% | -2.5% | +23.9% | +22.9% |
| 3Y | +35.2% | -14.0% | +49.2% | +34.9% |
| 5Y | +10.1% | -53.1% | +63.2% | +8.2% |
| All | +10.1% | -53.2% | +63.4% | +8.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling