+98.1%
NU vs TEL
+71.6%
+26.5%
-39.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | +3.6% | -6.2% | -4.3% |
| 7D | -4.9% | +1.6% | -6.5% | -5.6% |
| 30D | +7.8% | -0.7% | +8.5% | +7.9% |
| 3M | +20.9% | +2.4% | +18.5% | +18.8% |
| 6M | +0.9% | +4.1% | -3.2% | -2.7% |
| YTD | -12.7% | -5.8% | -6.8% | -12.0% |
| 1Y | -6.4% | +0.9% | -7.3% | -9.5% |
| 3Y | +98.1% | +72.6% | +25.5% | +42.4% |
| All | +98.1% | +71.6% | +26.5% | +42.4% |
Cumulative growth
Daily Returns
Daily percentage return beside TEL.
Daily Out/Under-Performance
Portfolio return minus TEL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TEL 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 3y: compounded portfolio wealth divided by compounded TEL 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…
3y analysis · Full analysis span regression · 6 months rolling