+711.1%
AVGO vs NEE
+9.6%
+701.5%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -1.4% | +0.3% | -0.9% |
| 7D | -0.8% | -0.5% | -0.2% | -0.7% |
| 30D | -13.7% | -1.7% | -12.0% | -13.5% |
| 3M | -6.9% | -1.8% | -5.1% | -6.8% |
| 6M | +5.8% | -8.8% | +14.6% | +7.2% |
| YTD | +5.7% | +5.2% | +0.5% | +4.1% |
| 1Y | +9.0% | +21.3% | -12.3% | +4.5% |
| 3Y | +340.5% | +35.2% | +305.3% | +302.6% |
| 5Y | +711.1% | +10.1% | +700.9% | +691.2% |
| All | +711.1% | +9.6% | +701.5% | +691.2% |
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