-16.1%
TEAM vs NUE
+59.2%
-75.3%
-82.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.9% | +2.0% | +1.3% |
| 7D | -7.8% | -2.7% | -5.1% | -7.0% |
| 30D | +16.5% | -6.1% | +22.6% | +18.5% |
| 3M | +96.2% | +2.2% | +93.9% | +93.2% |
| 6M | +130.2% | +50.8% | +79.4% | +96.1% |
| YTD | +10.7% | +57.5% | -46.8% | -8.5% |
| 1Y | +3.0% | +82.5% | -79.5% | -20.8% |
| All | -16.1% | +59.2% | -75.3% | -38.9% |
Cumulative growth
Daily Returns
Daily percentage return beside NUE.
Daily Out/Under-Performance
Portfolio return minus NUE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NUE 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 NUE 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