+71.0%
NEE vs FN
+106.7%
-35.7%
-23.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -4.8% | +4.1% | -0.7% |
| 7D | +2.3% | -4.1% | +6.4% | +2.3% |
| 30D | +11.5% | -28.3% | +39.8% | +12.0% |
| 3M | +2.6% | -33.9% | +36.5% | +3.2% |
| 6M | -6.0% | -43.9% | +37.9% | -5.3% |
| YTD | +9.8% | -23.4% | +33.3% | +10.2% |
| 1Y | +4.7% | -25.4% | +30.1% | +5.0% |
| 3Y | +71.0% | +107.9% | -36.9% | +56.9% |
| All | +71.0% | +106.7% | -35.7% | +56.9% |
Cumulative growth
Daily Returns
Daily percentage return beside FN.
Daily Out/Under-Performance
Portfolio return minus FN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FN 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 3y: compounded portfolio wealth divided by compounded FN 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…
3y analysis · Full analysis span regression · 6 months rolling