+3.7%
F vs NEE
+11.3%
-7.6%
-32.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | +4.9% | -2.0% | +1.7% |
| 7D | +6.0% | +9.2% | -3.1% | +3.8% |
| 30D | +4.3% | +16.0% | -11.7% | +0.6% |
| 3M | -10.1% | +2.2% | -12.3% | -11.0% |
| 6M | +12.8% | -6.0% | +18.8% | +13.9% |
| YTD | -0.1% | +12.6% | -12.7% | -3.2% |
| 1Y | +3.7% | +11.4% | -7.7% | 0.0% |
| All | +3.7% | +11.3% | -7.6% | 0.0% |
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