+24.3%
NU vs TEM
+47.5%
-23.2%
-39.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TEM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | +0.5% | -3.1% | -2.7% |
| 7D | -4.9% | -8.7% | +3.8% | -3.7% |
| 30D | +7.8% | +8.1% | -0.2% | +6.0% |
| 3M | +20.9% | +19.0% | +1.9% | +16.6% |
| 6M | +0.9% | +12.0% | -11.1% | -2.5% |
| YTD | -12.7% | -0.1% | -12.6% | -14.7% |
| 1Y | -6.4% | -33.5% | +27.1% | -4.1% |
| All | +24.3% | +47.5% | -23.2% | +9.9% |
Cumulative growth
Daily Returns
Daily percentage return beside TEM.
Daily Out/Under-Performance
Portfolio return minus TEM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TEM 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 TEM 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