+164.3%
EWY vs NEE
+19.1%
+145.2%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.6% | -0.7% | +5.4% | +4.7% |
| 7D | +4.8% | +1.9% | +2.9% | +4.5% |
| 30D | +11.7% | -2.2% | +13.8% | +12.0% |
| 3M | -7.4% | -1.2% | -6.2% | -7.3% |
| 6M | +40.6% | -8.6% | +49.1% | +44.6% |
| YTD | +94.3% | +6.2% | +88.1% | +93.4% |
| 1Y | +164.3% | +21.1% | +143.2% | +167.0% |
| All | +164.3% | +19.1% | +145.2% | +167.0% |
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