+50.4%
AMZN vs NEE
+12.0%
+38.4%
-55.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.2% | -0.1% | -0.2% |
| 7D | +2.8% | -2.1% | +4.9% | +3.3% |
| 30D | +5.0% | +8.6% | -3.7% | +2.9% |
| 3M | +0.6% | -0.3% | +0.9% | +0.6% |
| 6M | -1.3% | -8.9% | +7.6% | +0.7% |
| YTD | +15.5% | +8.3% | +7.2% | +12.3% |
| 1Y | +12.2% | +4.3% | +8.0% | +10.2% |
| 3Y | +87.0% | +70.7% | +16.3% | +48.8% |
| All | +50.4% | +12.0% | +38.4% | +38.5% |
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