-41.1%
DIS vs NEE
+11.7%
-52.8%
-57.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -0.7% | -1.0% | -1.6% |
| 7D | -2.6% | +1.9% | -4.5% | -3.0% |
| 30D | +3.5% | -2.2% | +5.6% | +4.0% |
| 3M | +6.8% | -1.2% | +8.0% | +7.1% |
| 6M | +3.0% | -8.6% | +11.5% | +4.8% |
| YTD | -6.7% | +6.2% | -12.9% | -8.6% |
| 1Y | -10.1% | +21.1% | -31.2% | -14.8% |
| 3Y | +33.0% | +36.4% | -3.4% | +20.9% |
| All | -41.1% | +11.7% | -52.8% | -45.1% |
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