+77,094.7%
ASML vs NEE
+5,592.3%
+71,502.4%
-90.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.3% | -0.2% | -9.1% | -9.2% |
| 7D | -19.0% | +7.4% | -26.5% | -21.4% |
| 30D | -25.9% | +13.3% | -39.2% | -29.7% |
| 3M | -19.1% | +3.5% | -22.6% | -20.5% |
| 6M | -5.7% | -7.0% | +1.2% | -3.9% |
| YTD | +27.6% | +12.3% | +15.3% | +20.6% |
| 1Y | +30.8% | +10.5% | +20.2% | +24.2% |
| 3Y | +116.2% | +62.5% | +53.8% | +69.1% |
| 5Y | +67.7% | +18.0% | +49.6% | +47.9% |
| 10Y | +1,355.3% | +270.1% | +1,085.3% | +690.9% |
| All | +77,094.7% | +5,592.3% | +71,502.4% | +25,103.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling