-10.5%
ISRG vs NEE
+11.3%
-21.8%
-44.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.4% | +4.9% | +4.5% | +9.3% |
| 7D | +8.5% | +9.2% | -0.6% | +8.8% |
| 30D | +18.6% | +16.0% | +2.6% | +19.7% |
| 3M | +30.9% | +2.2% | +28.7% | +30.3% |
| 6M | +6.6% | -6.0% | +12.6% | +5.1% |
| YTD | -14.9% | +12.6% | -27.5% | -15.9% |
| 1Y | -10.5% | +11.4% | -21.9% | -11.4% |
| All | -10.5% | +11.3% | -21.8% | -11.4% |
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