+570.0%
AVGO vs NEE
+12.0%
+558.0%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.8% | -0.2% | -4.6% | -4.7% |
| 7D | +18.2% | -2.1% | +20.3% | +18.5% |
| 30D | +0.2% | +8.6% | -8.4% | -1.2% |
| 3M | -16.8% | -0.3% | -16.5% | -16.8% |
| 6M | -16.5% | -8.9% | -7.5% | -15.3% |
| YTD | +0.8% | +8.3% | -7.5% | -1.2% |
| 1Y | +2.8% | +4.3% | -1.4% | +1.5% |
| 3Y | +278.5% | +70.7% | +207.8% | +219.1% |
| All | +570.0% | +12.0% | +558.0% | +544.9% |
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 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