+1,163.5%
C vs NEE
+7,238.0%
-6,074.4%
-98.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.7% | +0.4% | 0.0% |
| 7D | +3.6% | +1.9% | +1.7% | +2.7% |
| 30D | +0.1% | -2.2% | +2.2% | +1.1% |
| 3M | +2.4% | -1.2% | +3.6% | +2.8% |
| 6M | +24.9% | -8.6% | +33.5% | +29.2% |
| YTD | +19.8% | +6.2% | +13.6% | +14.8% |
| 1Y | +44.9% | +21.1% | +23.8% | +29.9% |
| 3Y | +263.0% | +36.4% | +226.6% | +190.6% |
| 5Y | +129.5% | +11.4% | +118.2% | +96.7% |
| 10Y | +291.6% | +250.0% | +41.6% | +72.4% |
| All | +1,163.5% | +7,238.0% | -6,074.4% | +26.7% |
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