+244.8%
NEE vs ENTG
+797.5%
-552.7%
-45.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ENTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +2.2% | -2.3% | -0.4% |
| 7D | -1.3% | +1.2% | -2.5% | -1.5% |
| 30D | -3.3% | -12.9% | +9.5% | -2.0% |
| 3M | -2.3% | -3.1% | +0.8% | -3.1% |
| 6M | -8.9% | +21.0% | -29.9% | -12.8% |
| YTD | +4.8% | +67.0% | -62.2% | -4.3% |
| 1Y | +18.7% | +68.6% | -49.9% | +7.6% |
| 3Y | +33.2% | +48.6% | -15.4% | +17.7% |
| 5Y | +10.9% | +18.6% | -7.8% | -2.5% |
| All | +244.8% | +797.5% | -552.7% | +155.4% |
Cumulative growth
Daily Returns
Daily percentage return beside ENTG.
Daily Out/Under-Performance
Portfolio return minus ENTG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ENTG 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 ENTG 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