+4,982.4%
NEE vs DRI
+8,033.5%
-3,051.1%
-47.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.5% | -0.4% | -0.7% |
| 7D | -3.4% | -0.3% | -3.0% | -3.3% |
| 30D | +9.0% | +10.8% | -1.8% | +7.2% |
| 3M | +0.2% | +0.9% | -0.7% | -0.1% |
| 6M | -8.5% | +16.3% | -24.8% | -11.0% |
| YTD | +8.6% | +27.8% | -19.2% | +3.8% |
| 1Y | +2.2% | +33.9% | -31.7% | -3.1% |
| 3Y | +69.1% | +67.2% | +1.9% | +53.3% |
| 5Y | +13.0% | +79.0% | -66.0% | +0.3% |
| 10Y | +288.0% | +332.2% | -44.2% | +181.0% |
| All | +4,982.4% | +8,033.5% | -3,051.1% | +2,474.7% |
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