+2,539.5%
NEE vs DKS
+5,981.0%
-3,441.5%
-47.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DKS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -4.9% | +5.4% | +1.1% |
| 7D | +1.1% | -0.4% | +1.5% | +1.1% |
| 30D | -0.2% | -36.6% | +36.4% | +4.4% |
| 3M | +0.5% | -37.6% | +38.2% | +5.3% |
| 6M | -6.5% | -32.1% | +25.5% | -3.3% |
| YTD | +6.7% | -32.3% | +39.0% | +10.3% |
| 1Y | +23.6% | -39.5% | +63.1% | +29.3% |
| 3Y | +37.1% | +27.7% | +9.5% | +28.4% |
| 5Y | +10.9% | +15.0% | -4.1% | +2.3% |
| 10Y | +245.4% | +192.6% | +52.8% | +163.2% |
| All | +2,539.5% | +5,981.0% | -3,441.5% | +1,394.8% |
Cumulative growth
Daily Returns
Daily percentage return beside DKS.
Daily Out/Under-Performance
Portfolio return minus DKS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DKS 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 DKS 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