+7,238.0%
NEE vs FDX
+4,233.7%
+3,004.3%
-47.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.6% | -0.2% | -0.7% |
| 7D | +1.9% | -2.5% | +4.5% | +2.4% |
| 30D | -2.2% | +3.8% | -6.0% | -2.8% |
| 3M | -1.2% | -1.3% | +0.1% | -1.1% |
| 6M | -8.6% | +5.0% | -13.6% | -9.7% |
| YTD | +6.2% | +39.6% | -33.5% | -0.1% |
| 1Y | +21.1% | +81.1% | -60.0% | +8.9% |
| 3Y | +36.4% | +63.0% | -26.6% | +22.7% |
| 5Y | +11.4% | +65.6% | -54.2% | -2.0% |
| 10Y | +250.0% | +183.4% | +66.6% | +168.9% |
| All | +7,238.0% | +4,233.7% | +3,004.3% | +3,807.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling