+253.2%
NEE vs ED
+105.2%
+148.0%
-45.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ED | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.7% | -0.7% | -0.9% |
| 7D | -0.5% | -0.2% | -0.4% | -0.4% |
| 30D | -1.7% | +1.9% | -3.6% | -3.1% |
| 3M | -1.8% | +1.9% | -3.7% | -3.4% |
| 6M | -8.8% | -2.3% | -6.6% | -7.4% |
| YTD | +5.2% | +10.9% | -5.7% | -2.9% |
| 1Y | +21.3% | +14.5% | +6.8% | +8.9% |
| 3Y | +35.2% | +33.4% | +1.8% | +7.9% |
| 5Y | +10.1% | +67.3% | -57.1% | -25.9% |
| 10Y | +253.2% | +110.7% | +142.6% | +90.6% |
| All | +253.2% | +105.2% | +148.0% | +90.6% |
Cumulative growth
Daily Returns
Daily percentage return beside ED.
Daily Out/Under-Performance
Portfolio return minus ED return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ED 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 ED 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