+1.9%
META vs NEE
+6.1%
-4.3%
-28.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | -0.1% | +5.2% | +5.1% |
| 7D | +5.7% | +2.2% | +3.6% | +6.3% |
| 30D | -10.8% | +12.3% | -23.0% | -7.9% |
| 3M | +8.4% | +3.4% | +5.0% | +10.2% |
| 6M | +5.4% | -5.3% | +10.7% | +5.6% |
| YTD | -2.6% | +10.6% | -13.1% | -4.3% |
| All | +1.9% | +6.1% | -4.3% | +0.8% |
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