+17.6%
NEE vs DECK
+23.3%
-5.7%
-45.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DECK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -1.2% | -0.3% | -1.4% |
| 7D | +3.9% | +5.8% | -1.9% | +3.5% |
| 30D | +12.8% | +7.9% | +5.0% | +12.2% |
| 3M | +3.6% | -11.4% | +15.0% | +4.3% |
| 6M | -7.5% | -16.6% | +9.1% | -6.5% |
| YTD | +10.7% | -16.4% | +27.0% | +11.6% |
| 1Y | +9.1% | +8.6% | +0.4% | +7.8% |
| 3Y | +61.0% | -15.1% | +76.1% | +54.5% |
| All | +17.6% | +23.3% | -5.7% | +5.3% |
Cumulative growth
Daily Returns
Daily percentage return beside DECK.
Daily Out/Under-Performance
Portfolio return minus DECK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DECK 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 DECK 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