+4,770.1%
DELL vs NEE
+251.7%
+4,518.4%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +0.5% | +1.4% | +1.7% |
| 7D | +25.6% | +1.1% | +24.5% | +25.3% |
| 30D | +17.7% | -0.2% | +17.9% | +17.7% |
| 3M | +33.4% | +0.5% | +32.9% | +33.1% |
| 6M | +266.2% | -6.5% | +272.7% | +270.8% |
| YTD | +328.0% | +6.7% | +321.3% | +317.4% |
| 1Y | +339.6% | +23.6% | +316.0% | +310.1% |
| 3Y | +694.6% | +37.1% | +657.5% | +589.7% |
| 5Y | +1,122.0% | +10.9% | +1,111.1% | +1,030.0% |
| 10Y | +4,062.5% | +245.4% | +3,817.1% | +2,540.4% |
| All | +4,770.1% | +251.7% | +4,518.4% | +2,981.7% |
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