+374.8%
META vs NEE
+239.4%
+135.3%
-76.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.7% | +1.7% | +1.2% |
| 7D | +6.7% | +1.9% | +4.8% | +6.1% |
| 30D | +4.8% | -2.2% | +6.9% | +5.4% |
| 3M | -1.6% | -1.2% | -0.5% | -1.5% |
| 6M | -7.5% | -8.6% | +1.1% | -5.6% |
| YTD | -6.4% | +6.2% | -12.6% | -9.0% |
| 1Y | -17.3% | +21.1% | -38.5% | -23.2% |
| 3Y | +109.9% | +36.4% | +73.5% | +79.5% |
| 5Y | +65.4% | +11.4% | +54.0% | +52.8% |
| All | +374.8% | +239.4% | +135.3% | +212.7% |
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