+75.5%
ASML vs NEE
+16.3%
+59.2%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.0% | -1.5% | +6.5% | +5.4% |
| 7D | -9.0% | +3.9% | -12.9% | -10.0% |
| 30D | -21.0% | +12.8% | -33.8% | -23.8% |
| 3M | -16.3% | +3.6% | -19.8% | -17.3% |
| 6M | -7.5% | -7.5% | 0.0% | -5.7% |
| YTD | +34.0% | +10.7% | +23.3% | +29.0% |
| 1Y | +39.3% | +9.1% | +30.2% | +34.6% |
| 3Y | +128.9% | +61.0% | +67.9% | +82.2% |
| All | +75.5% | +16.3% | +59.2% | +52.3% |
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