+7,238.0%
NEE vs DOC
+2,974.4%
+4,263.6%
-47.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -1.8% | +1.1% | -0.3% |
| 7D | +1.9% | -1.5% | +3.4% | +2.3% |
| 30D | -2.2% | -4.8% | +2.6% | -1.0% |
| 3M | -1.2% | +6.9% | -8.1% | -3.0% |
| 6M | -8.6% | +20.7% | -29.3% | -13.6% |
| YTD | +6.2% | +34.1% | -28.0% | -2.5% |
| 1Y | +21.1% | +22.6% | -1.5% | +13.7% |
| 3Y | +36.4% | +20.8% | +15.6% | +27.9% |
| 5Y | +11.4% | -24.9% | +36.2% | +16.7% |
| 10Y | +250.0% | -1.8% | +251.8% | +234.4% |
| All | +7,238.0% | +2,974.4% | +4,263.6% | +4,374.1% |
Cumulative growth
Daily Returns
Daily percentage return beside DOC.
Daily Out/Under-Performance
Portfolio return minus DOC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOC 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 DOC 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