+2,062.5%
NEE vs DPZ
+5,339.6%
-3,277.0%
-47.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DPZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | 0.0% | -0.1% | -0.1% |
| 7D | +2.2% | +3.7% | -1.5% | +1.6% |
| 30D | +12.3% | +8.0% | +4.2% | +10.9% |
| 3M | +3.4% | -4.2% | +7.6% | +3.9% |
| 6M | -5.3% | +4.6% | -9.9% | -6.4% |
| YTD | +10.6% | -18.4% | +29.0% | +13.5% |
| 1Y | +6.5% | -16.8% | +23.2% | +8.9% |
| 3Y | +73.5% | -5.0% | +78.6% | +71.5% |
| 5Y | +17.0% | -27.8% | +44.8% | +19.4% |
| 10Y | +281.9% | +121.1% | +160.8% | +215.8% |
| All | +2,062.5% | +5,339.6% | -3,277.0% | +875.6% |
Cumulative growth
Daily Returns
Daily percentage return beside DPZ.
Daily Out/Under-Performance
Portfolio return minus DPZ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DPZ 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 DPZ 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