+6,509.2%
NEE vs DAR
+1,448.0%
+5,061.2%
-47.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +5.1% | -5.4% | -0.5% |
| 7D | -2.8% | +3.6% | -6.4% | -2.9% |
| 30D | +9.5% | -11.3% | +20.8% | +10.0% |
| 3M | +1.0% | -13.1% | +14.2% | +1.5% |
| 6M | -8.0% | -15.1% | +7.1% | -7.5% |
| YTD | +9.4% | +50.5% | -41.1% | +7.4% |
| 1Y | +3.1% | +57.9% | -54.8% | +1.0% |
| 3Y | +70.5% | +28.9% | +41.5% | +67.3% |
| 5Y | +15.2% | -31.4% | +46.7% | +15.3% |
| 10Y | +291.2% | +301.0% | -9.8% | +266.2% |
| All | +6,509.2% | +1,448.0% | +5,061.2% | +6,069.5% |
Cumulative growth
Daily Returns
Daily percentage return beside DAR.
Daily Out/Under-Performance
Portfolio return minus DAR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DAR 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 DAR 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