+45.2%
ASML vs NEE
+2.7%
+42.5%
-31.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -0.8% | -1.6% | -2.5% |
| 7D | +10.4% | -3.4% | +13.7% | +10.2% |
| 30D | -12.7% | +9.0% | -21.8% | -13.1% |
| 3M | -17.2% | +0.2% | -17.4% | -16.4% |
| 6M | -1.3% | -8.5% | +7.2% | +2.1% |
| YTD | +40.8% | +8.6% | +32.2% | +35.9% |
| 1Y | +45.2% | +2.2% | +43.1% | +43.9% |
| All | +45.2% | +2.7% | +42.5% | +43.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling