+2.2%
NEE vs FE
+4.7%
-2.5%
-21.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.1% | -0.7% | -0.8% |
| 7D | -3.4% | -0.3% | -3.1% | -3.2% |
| 30D | +9.0% | +3.9% | +5.2% | +6.6% |
| 3M | +0.2% | -0.1% | +0.3% | 0.0% |
| 6M | -8.5% | +6.1% | -14.6% | -11.4% |
| YTD | +8.6% | +8.1% | +0.5% | +4.4% |
| 1Y | +2.2% | +4.4% | -2.3% | +0.2% |
| All | +2.2% | +4.7% | -2.5% | +0.2% |
Cumulative growth
Daily Returns
Daily percentage return beside FE.
Daily Out/Under-Performance
Portfolio return minus FE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FE 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 FE 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