+28.0%
NU vs TEAM
-61.3%
+89.3%
-72.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TEAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.7% | -1.5% | +13.3% | +12.2% |
| 7D | +9.9% | -2.4% | +12.3% | +10.6% |
| 30D | -11.5% | -26.7% | +15.3% | -3.9% |
| 3M | -5.1% | -9.6% | +4.5% | -3.7% |
| 6M | +3.1% | +86.0% | -82.9% | -20.9% |
| YTD | -21.0% | -7.5% | -13.5% | -24.3% |
| 1Y | -15.2% | -1.4% | -13.8% | -21.0% |
| 3Y | +56.4% | -14.3% | +70.8% | +38.7% |
| All | +28.0% | -61.3% | +89.3% | +42.1% |
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