+2,969.1%
NEE vs EWT
+590.1%
+2,379.0%
-47.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-08.
| Period | Portfolio | EWT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.6% | +1.0% | +0.6% |
| 7D | +1.1% | +1.6% | -0.6% | +0.7% |
| 30D | -0.2% | +8.2% | -8.4% | -2.2% |
| 3M | +0.5% | +11.1% | -10.5% | -2.6% |
| 6M | -6.5% | +60.4% | -67.0% | -18.1% |
| YTD | +6.7% | +75.6% | -68.9% | -8.8% |
| 1Y | +23.6% | +91.3% | -67.7% | +3.2% |
| 3Y | +37.1% | +200.3% | -163.2% | +0.6% |
| 5Y | +10.9% | +156.4% | -145.4% | -15.8% |
| 10Y | +245.4% | +495.8% | -250.4% | +110.1% |
| All | +2,969.1% | +590.1% | +2,379.0% | +1,380.8% |
Cumulative growth
Daily Returns
Daily percentage return beside EWT.
Daily Out/Under-Performance
Portfolio return minus EWT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EWT 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 1990-01-01 to 2026-09-08: compounded portfolio wealth divided by compounded EWT 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…
1990-01-01 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling