+9,411.2%
INTC vs NEE
+7,386.6%
+2,024.6%
-82.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -0.2% | -2.3% | -2.4% |
| 7D | +6.0% | -2.1% | +8.1% | +6.8% |
| 30D | -39.2% | +8.6% | -47.8% | -41.4% |
| 3M | -42.9% | -0.3% | -42.7% | -43.4% |
| 6M | -50.4% | -8.9% | -41.5% | -49.3% |
| YTD | +61.7% | +8.3% | +53.3% | +54.2% |
| 1Y | +66.1% | +4.3% | +61.9% | +60.8% |
| 3Y | +58.1% | +70.7% | -12.6% | +24.1% |
| 5Y | +27.9% | +12.8% | +15.1% | +15.2% |
| 10Y | +111.1% | +287.2% | -176.1% | +19.1% |
| All | +9,411.2% | +7,386.6% | +2,024.6% | +1,969.9% |
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