+41.5%
NU vs TEAM
-53.6%
+95.1%
-72.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TEAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | +0.1% | -2.7% | -2.7% |
| 7D | -4.9% | -5.2% | +0.3% | -3.5% |
| 30D | +7.8% | +15.8% | -7.9% | +2.6% |
| 3M | +20.9% | +101.5% | -80.5% | -6.9% |
| 6M | +0.9% | +138.2% | -137.3% | -29.9% |
| YTD | -12.7% | +10.8% | -23.5% | -19.9% |
| 1Y | -6.4% | +1.7% | -8.1% | -11.8% |
| 3Y | +98.1% | -16.0% | +114.1% | +84.4% |
| All | +41.5% | -53.6% | +95.1% | +50.5% |
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