+102.3%
INTC vs NEE
+9.7%
+92.6%
-65.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | -0.3% | -5.3% | -5.5% |
| 7D | +9.4% | -1.9% | +11.4% | +10.0% |
| 30D | +2.7% | -3.1% | +5.8% | +3.6% |
| 3M | -6.3% | -2.4% | -3.9% | -5.8% |
| 6M | +114.5% | -8.6% | +123.0% | +118.8% |
| YTD | +171.9% | +4.9% | +166.9% | +165.7% |
| 1Y | +305.0% | +19.4% | +285.6% | +281.5% |
| 3Y | +168.3% | +34.9% | +133.5% | +139.0% |
| 5Y | +102.3% | +11.0% | +91.3% | +87.5% |
| All | +102.3% | +9.7% | +92.6% | +87.5% |
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 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