+35.7%
NEE vs EAT
+610.8%
-575.1%
-28.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -3.4% | +3.8% | +0.6% |
| 7D | +1.1% | -4.9% | +6.0% | +1.2% |
| 30D | -0.2% | -1.2% | +1.0% | -0.2% |
| 3M | +0.5% | +52.2% | -51.7% | -1.1% |
| 6M | -6.5% | +65.0% | -71.6% | -8.5% |
| YTD | +6.7% | +55.0% | -48.3% | +4.6% |
| 1Y | +23.6% | +42.1% | -18.5% | +21.6% |
| All | +35.7% | +610.8% | -575.1% | +15.9% |
Cumulative growth
Daily Returns
Daily percentage return beside EAT.
Daily Out/Under-Performance
Portfolio return minus EAT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EAT 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 3y: compounded portfolio wealth divided by compounded EAT 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…
3y analysis · Full analysis span regression · 6 months rolling