+7,386.6%
NEE vs EAT
+10,017.9%
-2,631.3%
-47.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.4% | -0.6% | -0.2% |
| 7D | -2.1% | -4.0% | +1.9% | -1.8% |
| 30D | +8.6% | -2.9% | +11.5% | +8.8% |
| 3M | -0.3% | -16.9% | +16.6% | +1.1% |
| 6M | -8.9% | +57.0% | -65.9% | -13.1% |
| YTD | +8.3% | +38.2% | -29.8% | +4.0% |
| 1Y | +4.3% | +69.3% | -65.0% | -1.9% |
| 3Y | +70.7% | +483.0% | -412.2% | +39.9% |
| 5Y | +12.8% | +364.1% | -351.3% | -7.8% |
| 10Y | +287.2% | +320.8% | -33.6% | +193.4% |
| All | +7,386.6% | +10,017.9% | -2,631.3% | +3,838.0% |
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