+313.7%
IVV vs NEE
+248.4%
+65.2%
-33.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-08 to 2026-09-08.
| Period | Portfolio | NEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.5% | -1.1% | -0.8% |
| 7D | +0.5% | +1.1% | -0.6% | +0.2% |
| 30D | -1.0% | -0.2% | -0.7% | -0.9% |
| 3M | +3.9% | +0.5% | +3.3% | +3.6% |
| 6M | +14.5% | -6.5% | +21.0% | +16.4% |
| YTD | +12.9% | +6.7% | +6.2% | +9.6% |
| 1Y | +19.4% | +23.6% | -4.2% | +10.0% |
| 3Y | +78.8% | +37.1% | +41.7% | +52.9% |
| 5Y | +82.2% | +10.9% | +71.3% | +67.5% |
| 10Y | +313.7% | +245.4% | +68.3% | +175.3% |
| All | +313.7% | +248.4% | +65.2% | +175.3% |
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 2016-09-08 to 2026-09-08: 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…
2016-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling