+11.3%
NEE vs EOSE
-70.0%
+81.3%
-45.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EOSE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -1.0% | +0.8% | -0.1% |
| 7D | -1.3% | +1.8% | -3.1% | -1.4% |
| 30D | -3.3% | -6.8% | +3.5% | -3.2% |
| 3M | -2.3% | -36.3% | +34.0% | -1.0% |
| 6M | -8.9% | -38.8% | +29.9% | -8.2% |
| YTD | +4.8% | -65.5% | +70.3% | +7.3% |
| 1Y | +18.7% | -45.3% | +64.0% | +18.2% |
| 3Y | +33.2% | +44.2% | -10.9% | +20.0% |
| All | +11.3% | -70.0% | +81.3% | -4.7% |
Cumulative growth
Daily Returns
Daily percentage return beside EOSE.
Daily Out/Under-Performance
Portfolio return minus EOSE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EOSE 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 EOSE 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