+746.4%
TEAM vs NUE
+723.4%
+22.9%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +0.6% | +0.2% | +0.6% |
| 7D | -4.7% | -2.3% | -2.4% | -4.0% |
| 30D | +17.0% | -6.1% | +23.1% | +18.8% |
| 3M | +85.9% | +1.7% | +84.2% | +83.7% |
| 6M | +116.7% | +53.1% | +63.6% | +89.4% |
| YTD | +9.6% | +59.0% | -49.4% | -6.0% |
| 1Y | -2.5% | +85.3% | -87.9% | -20.5% |
| 3Y | -14.0% | +63.2% | -77.2% | -28.7% |
| 5Y | -53.1% | +146.8% | -199.9% | -65.4% |
| 10Y | +502.9% | +584.3% | -81.4% | +199.7% |
| All | +746.4% | +723.4% | +22.9% | +277.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling