+109.4%
NEE vs DOW
-15.2%
+124.6%
-45.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.8% | -1.1% | -0.4% |
| 7D | -1.9% | -2.4% | +0.4% | -1.5% |
| 30D | -3.1% | -4.1% | +1.0% | -2.4% |
| 3M | -2.4% | -12.4% | +10.0% | -0.2% |
| 6M | -8.6% | -10.6% | +2.0% | -7.6% |
| YTD | +4.9% | +31.1% | -26.2% | -2.7% |
| 1Y | +19.4% | +30.5% | -11.1% | +10.0% |
| 3Y | +34.9% | -34.4% | +69.3% | +42.6% |
| 5Y | +11.0% | -35.5% | +46.5% | +16.1% |
| All | +109.4% | -15.2% | +124.6% | +63.9% |
Cumulative growth
Daily Returns
Daily percentage return beside DOW.
Daily Out/Under-Performance
Portfolio return minus DOW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOW 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 10y: compounded portfolio wealth divided by compounded DOW 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…
10y analysis · Full analysis span regression · 6 months rolling