+244.8%
NEE vs DUK
+129.4%
+115.4%
-45.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DUK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | 0.0% | -0.2% | -0.2% |
| 7D | -1.3% | -0.7% | -0.7% | -0.8% |
| 30D | -3.3% | -2.4% | -0.9% | -1.3% |
| 3M | -2.3% | -3.0% | +0.7% | 0.0% |
| 6M | -8.9% | -6.6% | -2.3% | -3.7% |
| YTD | +4.8% | +4.6% | +0.2% | +0.6% |
| 1Y | +18.7% | +1.2% | +17.5% | +16.9% |
| 3Y | +33.2% | +45.7% | -12.4% | -3.4% |
| 5Y | +10.9% | +40.3% | -29.4% | -17.6% |
| All | +244.8% | +129.4% | +115.4% | +71.9% |
Cumulative growth
Daily Returns
Daily percentage return beside DUK.
Daily Out/Under-Performance
Portfolio return minus DUK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DUK 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 DUK 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