+143.3%
DELL vs NEE
+11.3%
+132.1%
-36.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.8% | +4.9% | -13.7% | -7.5% |
| 7D | -24.6% | +9.2% | -33.8% | -23.0% |
| 30D | -32.5% | +16.0% | -48.4% | -30.7% |
| 3M | -20.2% | +2.2% | -22.4% | -18.8% |
| 6M | +76.5% | -6.0% | +82.5% | +84.1% |
| YTD | +198.9% | +12.6% | +186.3% | +209.7% |
| 1Y | +143.3% | +11.4% | +131.9% | +147.7% |
| All | +143.3% | +11.3% | +132.1% | +147.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling