+901.5%
LITE vs NEE
+11.7%
+889.8%
-66.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | -0.7% | +4.7% | +4.2% |
| 7D | -1.5% | +1.9% | -3.5% | -2.0% |
| 30D | +6.7% | -2.2% | +8.8% | +7.2% |
| 3M | -6.8% | -1.2% | -5.6% | -6.7% |
| 6M | +29.4% | -8.6% | +38.0% | +32.2% |
| YTD | +139.1% | +6.2% | +132.9% | +136.7% |
| 1Y | +521.0% | +21.1% | +499.9% | +498.2% |
| 3Y | +1,535.3% | +36.4% | +1,498.9% | +1,353.8% |
| All | +901.5% | +11.7% | +889.8% | +814.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling