+19.4%
NEE vs EXE
+5.1%
+14.3%
-15.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EXE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.3% | -0.5% | -0.3% |
| 7D | -1.9% | -2.2% | +0.3% | -1.7% |
| 30D | -3.1% | -0.8% | -2.3% | -3.1% |
| 3M | -2.4% | +10.0% | -12.5% | -3.4% |
| 6M | -8.6% | -6.3% | -2.3% | -8.0% |
| YTD | +4.9% | -10.7% | +15.6% | +6.2% |
| 1Y | +19.4% | +2.7% | +16.7% | +18.2% |
| All | +19.4% | +5.1% | +14.3% | +18.2% |
Cumulative growth
Daily Returns
Daily percentage return beside EXE.
Daily Out/Under-Performance
Portfolio return minus EXE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EXE 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 1y: compounded portfolio wealth divided by compounded EXE 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…
1y analysis · Full analysis span regression · 6 months rolling