+95.1%
META vs NEE
+60.0%
+35.0%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -1.5% | +2.3% | +0.8% |
| 7D | -0.8% | +3.9% | -4.7% | -0.6% |
| 30D | -15.4% | +12.8% | -28.2% | -14.9% |
| 3M | +3.5% | +3.6% | 0.0% | +3.9% |
| 6M | -0.3% | -7.5% | +7.2% | -0.1% |
| YTD | -7.3% | +10.7% | -18.0% | -7.4% |
| 1Y | -1.1% | +9.1% | -10.2% | -1.1% |
| 3Y | +95.1% | +61.0% | +34.1% | +93.7% |
| All | +95.1% | +60.0% | +35.0% | +93.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling