+462.9%
META vs NEE
+289.4%
+173.5%
-76.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | -0.2% | +3.1% | +3.0% |
| 7D | +5.2% | -2.1% | +7.3% | +5.8% |
| 30D | -13.0% | +8.6% | -21.6% | -15.1% |
| 3M | +7.9% | -0.3% | +8.2% | +7.8% |
| 6M | +4.2% | -8.9% | +13.2% | +6.6% |
| YTD | -2.5% | +8.3% | -10.9% | -6.1% |
| 1Y | +5.6% | +4.3% | +1.3% | +2.9% |
| 3Y | +96.8% | +70.7% | +26.1% | +54.5% |
| 5Y | +90.0% | +12.8% | +77.2% | +75.0% |
| All | +462.9% | +289.4% | +173.5% | +273.5% |
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