+10.1%
NEE vs DOW
-35.8%
+46.0%
-45.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.6% | -0.8% | -1.3% |
| 7D | -0.5% | -6.0% | +5.5% | +0.4% |
| 30D | -1.7% | -2.7% | +1.1% | -1.4% |
| 3M | -1.8% | -10.5% | +8.6% | -0.4% |
| 6M | -8.8% | -12.4% | +3.6% | -7.9% |
| YTD | +5.2% | +30.0% | -24.8% | -1.2% |
| 1Y | +21.3% | +27.8% | -6.5% | +13.8% |
| 3Y | +35.2% | -34.9% | +70.1% | +42.8% |
| 5Y | +10.1% | -35.9% | +46.0% | +14.8% |
| All | +10.1% | -35.8% | +46.0% | +14.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling