+52.4%
GEV vs NEE
+11.3%
+41.1%
-30.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.3% | +4.9% | -14.2% | -10.4% |
| 7D | -5.1% | +9.2% | -14.3% | -7.7% |
| 30D | -15.8% | +16.0% | -31.8% | -20.4% |
| 3M | -18.2% | +2.2% | -20.4% | -17.5% |
| 6M | -22.4% | -6.0% | -16.4% | -17.5% |
| YTD | +27.7% | +12.6% | +15.2% | +12.5% |
| 1Y | +52.4% | +11.4% | +41.0% | +32.5% |
| All | +52.4% | +11.3% | +41.1% | +32.5% |
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