+48.4%
NU vs TEAM
-54.5%
+102.9%
-72.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TEAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -6.9% | +6.7% | +1.8% |
| 7D | +6.0% | -5.7% | +11.7% | +7.7% |
| 30D | +10.8% | +18.3% | -7.6% | +4.7% |
| 3M | +32.2% | +80.2% | -48.1% | +5.4% |
| 6M | +5.1% | +111.0% | -105.8% | -23.7% |
| YTD | -8.4% | +8.8% | -17.2% | -15.6% |
| 1Y | +0.7% | +2.2% | -1.4% | -5.6% |
| 3Y | +125.1% | -14.6% | +139.7% | +107.1% |
| All | +48.4% | -54.5% | +102.9% | +58.6% |
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 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