+35.7%
NEE vs A
+31.5%
+4.3%
-28.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | A | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -2.7% | +3.1% | +0.8% |
| 7D | +1.1% | -2.1% | +3.1% | +1.3% |
| 30D | -0.2% | +0.6% | -0.8% | -0.4% |
| 3M | +0.5% | +10.9% | -10.3% | -0.9% |
| 6M | -6.5% | +28.2% | -34.7% | -10.0% |
| YTD | +6.7% | +8.6% | -1.9% | +5.3% |
| 1Y | +23.6% | +15.5% | +8.1% | +20.6% |
| All | +35.7% | +31.5% | +4.3% | +22.5% |
Cumulative growth
Daily Returns
Daily percentage return beside A.
Daily Out/Under-Performance
Portfolio return minus A return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × A 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 A 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