+7,273.1%
NEE vs FISV
+10,554.3%
-3,281.2%
-47.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FISV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -4.0% | +4.5% | +1.1% |
| 7D | +1.1% | -1.6% | +2.7% | +1.3% |
| 30D | -0.2% | -3.0% | +2.7% | +0.1% |
| 3M | +0.5% | -3.5% | +4.1% | +0.7% |
| 6M | -6.5% | -19.4% | +12.9% | -4.1% |
| YTD | +6.7% | -24.3% | +31.0% | +10.3% |
| 1Y | +23.6% | -62.4% | +86.0% | +39.8% |
| 3Y | +37.1% | -58.2% | +95.3% | +50.5% |
| 5Y | +10.9% | -56.5% | +67.5% | +20.0% |
| 10Y | +245.4% | -0.5% | +245.9% | +229.6% |
| All | +7,273.1% | +10,554.3% | -3,281.2% | +5,314.1% |
Cumulative growth
Daily Returns
Daily percentage return beside FISV.
Daily Out/Under-Performance
Portfolio return minus FISV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FISV 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 FISV 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