+444.1%
META vs NEE
+289.0%
+155.1%
-76.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.7% | +0.7% | +0.2% |
| 7D | +3.3% | +2.3% | +1.0% | +2.6% |
| 30D | -10.8% | +11.5% | -22.2% | -13.6% |
| 3M | +7.9% | +2.6% | +5.3% | +6.9% |
| 6M | +5.4% | -6.0% | +11.3% | +6.8% |
| YTD | -2.6% | +9.8% | -12.4% | -6.4% |
| 1Y | +1.9% | +4.7% | -2.8% | -0.8% |
| 3Y | +97.0% | +71.0% | +25.9% | +54.8% |
| 5Y | +97.6% | +15.8% | +81.8% | +80.4% |
| All | +444.1% | +289.0% | +155.1% | +265.1% |
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