+23.6%
NEE vs FIVE
+65.4%
-41.8%
-15.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2025-09-08 to 2026-09-08.
| Period | Portfolio | FIVE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.7% | -0.3% | +0.5% |
| 7D | +1.1% | +3.7% | -2.6% | +1.1% |
| 30D | -0.2% | +4.0% | -4.2% | -0.2% |
| 3M | +0.5% | +36.2% | -35.7% | +0.2% |
| 6M | -6.5% | +18.0% | -24.5% | -6.6% |
| YTD | +6.7% | +34.9% | -28.2% | +6.0% |
| 1Y | +23.6% | +67.9% | -44.3% | +21.1% |
| All | +23.6% | +65.4% | -41.8% | +21.1% |
Cumulative growth
Daily Returns
Daily percentage return beside FIVE.
Daily Out/Under-Performance
Portfolio return minus FIVE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FIVE 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 2025-09-08 to 2026-09-08: compounded portfolio wealth divided by compounded FIVE 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…
2025-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling