+164.9%
ASML vs NEE
+36.5%
+128.4%
-45.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | -0.7% | +4.9% | +4.2% |
| 7D | +1.1% | +1.9% | -0.8% | +0.9% |
| 30D | +2.2% | -2.2% | +4.3% | +2.4% |
| 3M | -2.3% | -1.2% | -1.1% | -2.3% |
| 6M | +23.0% | -8.6% | +31.5% | +24.0% |
| YTD | +61.1% | +6.2% | +54.9% | +60.2% |
| 1Y | +129.1% | +21.1% | +108.0% | +125.9% |
| All | +164.9% | +36.5% | +128.4% | +146.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling