+5,654.3%
NEE vs ALL
+3,584.0%
+2,070.3%
-47.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ALL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.4% | +0.3% | 0.0% |
| 7D | +2.2% | -3.9% | +6.0% | +3.2% |
| 30D | +12.3% | +10.6% | +1.6% | +9.5% |
| 3M | +3.4% | -4.6% | +7.9% | +4.4% |
| 6M | -5.3% | +20.2% | -25.5% | -10.0% |
| YTD | +10.6% | +23.7% | -13.1% | +4.1% |
| 1Y | +6.5% | +27.9% | -21.4% | -0.6% |
| 3Y | +73.5% | +109.2% | -35.6% | +42.3% |
| 5Y | +17.0% | +148.0% | -131.0% | -9.2% |
| 10Y | +281.9% | +363.8% | -81.9% | +152.8% |
| All | +5,654.3% | +3,584.0% | +2,070.3% | +2,511.8% |
Cumulative growth
Daily Returns
Daily percentage return beside ALL.
Daily Out/Under-Performance
Portfolio return minus ALL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALL 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 all: compounded portfolio wealth divided by compounded ALL 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…
all analysis · Full analysis span regression · 6 months rolling