+614.2%
TEAM vs NUE
+705.6%
-91.4%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -3.5% | +1.9% | -0.6% |
| 7D | -2.4% | +2.8% | -5.2% | -3.2% |
| 30D | -26.7% | -2.1% | -24.6% | -26.4% |
| 3M | -9.6% | -7.3% | -2.3% | -8.3% |
| 6M | +86.0% | +8.9% | +77.2% | +79.3% |
| YTD | -7.5% | +55.6% | -63.1% | -20.5% |
| 1Y | -1.4% | +74.7% | -76.0% | -18.3% |
| 3Y | -14.3% | +71.7% | -86.0% | -30.2% |
| 5Y | -66.3% | +141.2% | -207.5% | -75.0% |
| 10Y | +445.6% | +429.6% | +16.0% | +206.9% |
| All | +614.2% | +705.6% | -91.4% | +219.1% |
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