+21.3%
NEE vs ALLY
+4.3%
+17.1%
-15.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ALLY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -1.1% | -0.3% | -1.4% |
| 7D | -0.5% | -1.9% | +1.4% | -0.5% |
| 30D | -1.7% | -4.5% | +2.8% | -1.6% |
| 3M | -1.8% | -2.8% | +1.0% | -1.7% |
| 6M | -8.8% | +10.3% | -19.2% | -8.6% |
| YTD | +5.2% | -5.7% | +10.9% | +5.7% |
| 1Y | +21.3% | +3.9% | +17.4% | +20.7% |
| All | +21.3% | +4.3% | +17.1% | +20.7% |
Cumulative growth
Daily Returns
Daily percentage return beside ALLY.
Daily Out/Under-Performance
Portfolio return minus ALLY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALLY 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 ALLY 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