+7,679.5%
NEE vs DOC
+2,934.4%
+4,745.1%
-47.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | +3.1% | +1.8% | +4.1% |
| 7D | +9.2% | +8.7% | +0.4% | +6.9% |
| 30D | +16.0% | +7.6% | +8.3% | +13.8% |
| 3M | +2.2% | -5.3% | +7.5% | +3.5% |
| 6M | -6.0% | +27.6% | -33.6% | -12.4% |
| YTD | +12.6% | +32.4% | -19.8% | +3.7% |
| 1Y | +11.4% | +22.9% | -11.5% | +4.5% |
| 3Y | +62.8% | +43.1% | +19.7% | +46.4% |
| 5Y | +19.4% | -21.4% | +40.7% | +23.7% |
| 10Y | +270.9% | +16.8% | +254.1% | +242.4% |
| All | +7,679.5% | +2,934.4% | +4,745.1% | +4,658.7% |
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