+5,024.1%
NEE vs DRI
+8,070.6%
-3,046.5%
-47.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.1% | -0.4% | -0.3% |
| 7D | -2.8% | -0.7% | -2.1% | -2.7% |
| 30D | +9.5% | +14.7% | -5.2% | +7.1% |
| 3M | +1.0% | +5.4% | -4.4% | +0.1% |
| 6M | -8.0% | +18.8% | -26.8% | -10.8% |
| YTD | +9.4% | +28.4% | -18.9% | +4.6% |
| 1Y | +3.1% | +37.7% | -34.5% | -2.6% |
| 3Y | +70.5% | +68.0% | +2.5% | +54.4% |
| 5Y | +15.2% | +78.8% | -63.6% | +2.3% |
| 10Y | +291.2% | +334.2% | -43.0% | +183.1% |
| All | +5,024.1% | +8,070.6% | -3,046.5% | +2,493.9% |
Cumulative growth
Daily Returns
Daily percentage return beside DRI.
Daily Out/Under-Performance
Portfolio return minus DRI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DRI 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 DRI 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