+45.2%
AMZN vs NEE
+9.7%
+35.5%
-55.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.3% | +0.1% | -0.1% |
| 7D | -2.7% | -1.9% | -0.8% | -2.3% |
| 30D | -7.5% | -3.1% | -4.4% | -6.8% |
| 3M | +5.8% | -2.4% | +8.3% | +6.3% |
| 6M | +17.5% | -8.6% | +26.1% | +19.6% |
| YTD | +9.1% | +4.9% | +4.2% | +6.9% |
| 1Y | +9.4% | +19.4% | -10.0% | +3.4% |
| 3Y | +82.2% | +34.9% | +47.4% | +60.7% |
| 5Y | +45.2% | +11.0% | +34.2% | +35.4% |
| All | +45.2% | +9.7% | +35.5% | +35.4% |
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