+15.8%
ISRG vs NEE
+36.8%
-21.0%
-45.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | +0.5% | -5.0% | -4.5% |
| 7D | -5.2% | +1.1% | -6.3% | -5.3% |
| 30D | -7.6% | -0.2% | -7.3% | -7.5% |
| 3M | -16.4% | +0.5% | -16.9% | -16.4% |
| 6M | -28.6% | -6.5% | -22.0% | -28.3% |
| YTD | -38.2% | +6.7% | -44.9% | -38.9% |
| 1Y | -25.5% | +23.6% | -49.1% | -27.8% |
| All | +15.8% | +36.8% | -21.0% | +7.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling