+192.5%
JNJ vs NEE
+251.4%
-58.8%
-27.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.2% | -0.1% | -0.2% |
| 7D | -3.5% | -1.3% | -2.2% | -3.1% |
| 30D | +2.3% | -3.3% | +5.6% | +3.3% |
| 3M | +12.0% | -2.3% | +14.2% | +12.7% |
| 6M | +10.5% | -8.9% | +19.3% | +13.1% |
| YTD | +30.4% | +4.8% | +25.6% | +28.3% |
| 1Y | +52.1% | +18.7% | +33.4% | +44.4% |
| 3Y | +77.8% | +33.2% | +44.6% | +59.6% |
| 5Y | +82.9% | +10.9% | +72.0% | +71.0% |
| All | +192.5% | +251.4% | -58.8% | +94.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling