+10.1%
NEE vs ENTG
+21.6%
-11.5%
-45.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ENTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +1.4% | -2.8% | -1.5% |
| 7D | -0.5% | +8.9% | -9.5% | -1.2% |
| 30D | -1.7% | -0.8% | -0.9% | -1.7% |
| 3M | -1.8% | +6.6% | -8.4% | -3.3% |
| 6M | -8.8% | +22.1% | -30.9% | -11.8% |
| YTD | +5.2% | +70.2% | -65.0% | -1.9% |
| 1Y | +21.3% | +76.7% | -55.4% | +12.2% |
| 3Y | +35.2% | +50.5% | -15.3% | +22.1% |
| 5Y | +10.1% | +21.8% | -11.7% | -1.5% |
| All | +10.1% | +21.6% | -11.5% | -1.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling