+232.7%
LITE vs NEE
+11.3%
+221.5%
-44.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.9% | +4.9% | -12.7% | -8.1% |
| 7D | -31.4% | +9.2% | -40.6% | -32.3% |
| 30D | -42.6% | +16.0% | -58.5% | -44.8% |
| 3M | -26.2% | +2.2% | -28.4% | -24.6% |
| 6M | -35.8% | -6.0% | -29.8% | -31.3% |
| YTD | +70.0% | +12.6% | +57.5% | +83.0% |
| 1Y | +232.7% | +11.4% | +221.4% | +246.7% |
| All | +232.7% | +11.3% | +221.5% | +246.7% |
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 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