+355.9%
NEE vs TEAM
+625.2%
-269.3%
-45.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TEAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.1% | -0.7% | -0.8% |
| 7D | -3.4% | -16.9% | +13.6% | -2.5% |
| 30D | +9.0% | -26.8% | +35.8% | +10.6% |
| 3M | +0.2% | -1.9% | +2.1% | -0.1% |
| 6M | -8.5% | +79.2% | -87.7% | -12.3% |
| YTD | +8.6% | -6.1% | +14.6% | +8.2% |
| 1Y | +2.2% | -2.1% | +4.2% | +1.4% |
| 3Y | +69.1% | -13.6% | +82.7% | +65.5% |
| 5Y | +13.0% | -65.8% | +78.8% | +14.8% |
| 10Y | +288.0% | +454.0% | -166.0% | +260.4% |
| All | +355.9% | +625.2% | -269.3% | +329.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling