-52.3%
TEAM vs NUE
+146.6%
-198.9%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +1.6% | -1.5% | -0.5% |
| 7D | -5.2% | -0.6% | -4.6% | -5.0% |
| 30D | +15.8% | -4.6% | +20.3% | +17.3% |
| 3M | +101.5% | -0.3% | +101.8% | +99.9% |
| 6M | +138.2% | +51.9% | +86.3% | +100.1% |
| YTD | +10.8% | +60.0% | -49.2% | -9.9% |
| 1Y | +1.7% | +82.9% | -81.2% | -22.2% |
| 3Y | -16.0% | +66.0% | -82.0% | -35.7% |
| All | -52.3% | +146.6% | -198.9% | -69.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling