+44.5%
GOOG vs NEE
+19.1%
+25.4%
-20.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.7% | -0.4% | -1.0% |
| 7D | -2.2% | +1.9% | -4.2% | -2.5% |
| 30D | -6.9% | -2.2% | -4.7% | -6.6% |
| 3M | -9.1% | -1.2% | -8.0% | -9.2% |
| 6M | +10.6% | -8.6% | +19.2% | +12.7% |
| YTD | +7.0% | +6.2% | +0.8% | +5.1% |
| 1Y | +44.5% | +21.1% | +23.4% | +46.7% |
| All | +44.5% | +19.1% | +25.4% | +46.7% |
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