+565.7%
AMZN vs NEE
+251.4%
+314.3%
-56.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -0.2% | +2.1% | +2.0% |
| 7D | -0.7% | -1.3% | +0.7% | -0.3% |
| 30D | -3.9% | -3.3% | -0.6% | -3.1% |
| 3M | +6.3% | -2.3% | +8.6% | +6.8% |
| 6M | +20.8% | -8.9% | +29.6% | +23.3% |
| YTD | +11.2% | +4.8% | +6.5% | +9.0% |
| 1Y | +11.7% | +18.7% | -7.1% | +5.4% |
| 3Y | +79.4% | +33.2% | +46.2% | +58.0% |
| 5Y | +48.0% | +10.9% | +37.2% | +38.1% |
| All | +565.7% | +251.4% | +314.3% | +359.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling