+615.0%
F vs NEE
+7,238.0%
-6,623.0%
-95.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -0.7% | +2.2% | +1.8% |
| 7D | +5.3% | +1.9% | +3.4% | +4.5% |
| 30D | +4.6% | -2.2% | +6.7% | +5.5% |
| 3M | -3.7% | -1.2% | -2.5% | -3.4% |
| 6M | +16.8% | -8.6% | +25.4% | +20.5% |
| YTD | +15.3% | +6.2% | +9.1% | +11.7% |
| 1Y | +31.0% | +21.1% | +9.9% | +20.0% |
| 3Y | +45.4% | +36.4% | +9.0% | +23.3% |
| 5Y | +54.7% | +11.4% | +43.3% | +40.7% |
| 10Y | +98.2% | +250.0% | -151.8% | +8.7% |
| All | +615.0% | +7,238.0% | -6,623.0% | +21.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling