+50.7%
LLY vs NEE
+22.1%
+28.7%
-23.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -1.4% | +1.4% | +0.5% |
| 7D | -3.1% | -0.5% | -2.6% | -2.9% |
| 30D | -8.6% | -1.7% | -6.9% | -8.1% |
| 3M | -1.6% | -1.8% | +0.2% | -1.0% |
| 6M | +11.8% | -8.8% | +20.7% | +16.4% |
| YTD | +5.1% | +5.2% | -0.1% | +6.4% |
| 1Y | +50.7% | +21.3% | +29.4% | +41.6% |
| All | +50.7% | +22.1% | +28.7% | +41.6% |
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