+2,585.0%
NEE vs AU
+789.2%
+1,795.8%
-47.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-09.
| Period | Portfolio | AU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +0.6% | -2.1% | -1.5% |
| 7D | -0.5% | +0.6% | -1.2% | -0.6% |
| 30D | -1.7% | +12.3% | -14.0% | -2.8% |
| 3M | -1.8% | +29.4% | -31.2% | -4.3% |
| 6M | -8.8% | +3.2% | -12.0% | -9.8% |
| YTD | +5.2% | +31.8% | -26.6% | +1.5% |
| 1Y | +21.3% | +83.4% | -62.1% | +13.4% |
| 3Y | +35.2% | +623.1% | -587.9% | +10.7% |
| 5Y | +10.1% | +700.5% | -690.4% | -11.6% |
| 10Y | +253.2% | +717.6% | -464.3% | +172.5% |
| All | +2,585.0% | +789.2% | +1,795.8% | +1,943.9% |
Cumulative growth
Daily Returns
Daily percentage return beside AU.
Daily Out/Under-Performance
Portfolio return minus AU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AU 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 1990-01-01 to 2026-09-09: compounded portfolio wealth divided by compounded AU 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…
1990-01-01 to 2026-09-09 analysis · Full analysis span regression · 6 months rolling