+7,463.1%
NEE vs EAT
+10,140.3%
-2,677.2%
-47.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +2.9% | -3.2% | -0.6% |
| 7D | -2.8% | -8.9% | +6.2% | -2.0% |
| 30D | +9.5% | +3.4% | +6.1% | +9.0% |
| 3M | +1.0% | -9.3% | +10.4% | +1.6% |
| 6M | -8.0% | +43.8% | -51.8% | -11.5% |
| YTD | +9.4% | +39.9% | -30.4% | +5.0% |
| 1Y | +3.1% | +89.7% | -86.6% | -4.0% |
| 3Y | +70.5% | +491.3% | -420.8% | +39.5% |
| 5Y | +15.2% | +365.4% | -350.2% | -5.9% |
| 10Y | +291.2% | +325.9% | -34.7% | +196.1% |
| All | +7,463.1% | +10,140.3% | -2,677.2% | +3,873.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling