+1,025.2%
C vs NEE
+7,539.6%
-6,514.5%
-98.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | -0.1% | +2.6% | +2.5% |
| 7D | -0.9% | +2.2% | -3.1% | -1.9% |
| 30D | -5.4% | +12.3% | -17.7% | -10.5% |
| 3M | -9.2% | +3.4% | -12.5% | -10.8% |
| 6M | -1.8% | -5.3% | +3.5% | 0.0% |
| YTD | +6.7% | +10.6% | -3.9% | +0.1% |
| 1Y | +23.5% | +6.5% | +17.1% | +17.8% |
| 3Y | +219.8% | +73.5% | +146.3% | +128.7% |
| 5Y | +112.4% | +17.0% | +95.4% | +77.8% |
| 10Y | +220.1% | +281.9% | -61.8% | +35.1% |
| All | +1,025.2% | +7,539.6% | -6,514.5% | +10.4% |
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