+7,273.1%
NEE vs DUK
+2,575.5%
+4,697.7%
-47.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DUK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.8% | -0.4% | 0.0% |
| 7D | +1.1% | +0.7% | +0.4% | +0.6% |
| 30D | -0.2% | -2.0% | +1.8% | +1.0% |
| 3M | +0.5% | +0.2% | +0.3% | +0.3% |
| 6M | -6.5% | -6.9% | +0.4% | -2.4% |
| YTD | +6.7% | +6.1% | +0.6% | +2.8% |
| 1Y | +23.6% | +4.4% | +19.2% | +20.1% |
| 3Y | +37.1% | +49.1% | -12.0% | +7.9% |
| 5Y | +10.9% | +39.6% | -28.6% | -9.1% |
| 10Y | +245.4% | +125.1% | +120.2% | +115.7% |
| All | +7,273.1% | +2,575.5% | +4,697.7% | +1,188.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling