+142.7%
EWY vs NEE
+9.7%
+133.0%
-43.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.2% | -0.3% | -3.9% | -4.1% |
| 7D | +1.2% | -1.9% | +3.2% | +1.6% |
| 30D | +9.3% | -3.1% | +12.4% | +9.9% |
| 3M | +2.4% | -2.4% | +4.8% | +2.8% |
| 6M | +40.3% | -8.6% | +48.9% | +42.5% |
| YTD | +88.0% | +4.9% | +83.1% | +85.7% |
| 1Y | +143.8% | +19.4% | +124.4% | +134.5% |
| 3Y | +217.8% | +34.9% | +182.9% | +191.6% |
| 5Y | +142.7% | +11.0% | +131.7% | +129.1% |
| All | +142.7% | +9.7% | +133.0% | +129.1% |
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