-62.2%
ADBE vs NEE
+9.7%
-71.9%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -0.3% | -2.1% | -2.3% |
| 7D | -12.9% | -1.9% | -11.0% | -12.6% |
| 30D | -5.6% | -3.1% | -2.5% | -5.1% |
| 3M | +6.6% | -2.4% | +9.0% | +7.0% |
| 6M | -9.6% | -8.6% | -1.0% | -8.5% |
| YTD | -28.9% | +4.9% | -33.8% | -30.8% |
| 1Y | -28.9% | +19.4% | -48.3% | -33.4% |
| 3Y | -55.6% | +34.9% | -90.4% | -61.2% |
| 5Y | -62.2% | +11.0% | -73.3% | -63.3% |
| All | -62.2% | +9.7% | -71.9% | -63.3% |
Cumulative growth
Daily Returns
Daily percentage return beside NEE.
Daily Out/Under-Performance
Portfolio return minus NEE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NEE 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 NEE 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