+45.4%
NU vs TEAM
-53.6%
+99.1%
-72.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TEAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +1.0% | -0.9% | -0.2% |
| 7D | -4.2% | -7.8% | +3.6% | -2.0% |
| 30D | +10.0% | +16.5% | -6.5% | +4.5% |
| 3M | +29.3% | +96.2% | -66.9% | +0.3% |
| 6M | +0.9% | +130.2% | -129.2% | -29.0% |
| YTD | -10.3% | +10.7% | -21.0% | -17.7% |
| 1Y | -3.2% | +3.0% | -6.2% | -9.2% |
| 3Y | +120.6% | -13.1% | +133.6% | +101.9% |
| All | +45.4% | -53.6% | +99.1% | +54.6% |
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