+15.8%
NEE vs A
+15.8%
0.0%
-45.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | A | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -1.3% | +0.6% | -0.4% |
| 7D | +2.3% | +1.4% | +0.9% | +2.0% |
| 30D | +11.5% | +4.3% | +7.2% | +10.4% |
| 3M | +2.6% | +19.8% | -17.2% | -1.6% |
| 6M | -6.0% | +54.4% | -60.3% | -15.3% |
| YTD | +9.8% | +31.7% | -21.9% | +2.5% |
| 1Y | +4.7% | +22.4% | -17.8% | -0.5% |
| 3Y | +71.0% | +67.7% | +3.3% | +43.1% |
| 5Y | +15.8% | +15.7% | +0.1% | +6.4% |
| All | +15.8% | +15.8% | 0.0% | +6.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling