+147.8%
EWY vs NEE
+19.3%
+128.5%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | -0.2% | +3.4% | +3.3% |
| 7D | -0.1% | -1.3% | +1.3% | +0.1% |
| 30D | +7.3% | -3.3% | +10.6% | +7.7% |
| 3M | -5.1% | -2.3% | -2.9% | -4.9% |
| 6M | +42.1% | -8.9% | +50.9% | +45.8% |
| YTD | +94.1% | +4.8% | +89.4% | +93.7% |
| 1Y | +147.8% | +18.7% | +129.1% | +149.5% |
| All | +147.8% | +19.3% | +128.5% | +149.5% |
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