+3.1%
NEE vs FDX
+59.9%
-56.8%
-21.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +1.0% | -1.3% | -0.5% |
| 7D | -2.8% | -2.1% | -0.7% | -2.4% |
| 30D | +9.5% | +10.4% | -0.9% | +7.5% |
| 3M | +1.0% | +0.5% | +0.6% | +0.6% |
| 6M | -8.0% | +6.5% | -14.5% | -9.9% |
| YTD | +9.4% | +40.2% | -30.8% | +2.0% |
| 1Y | +3.1% | +52.1% | -48.9% | -5.5% |
| All | +3.1% | +59.9% | -56.8% | -5.5% |
Cumulative growth
Daily Returns
Daily percentage return beside FDX.
Daily Out/Under-Performance
Portfolio return minus FDX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FDX 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 FDX 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