+21.1%
NEE vs FND
-36.4%
+57.5%
-15.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FND | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +1.7% | -2.5% | -0.8% |
| 7D | +1.9% | -5.2% | +7.2% | +2.2% |
| 30D | -2.2% | -19.9% | +17.7% | -0.9% |
| 3M | -1.2% | +2.7% | -3.9% | -1.4% |
| 6M | -8.6% | -21.7% | +13.1% | -6.9% |
| YTD | +6.2% | -17.5% | +23.7% | +8.0% |
| 1Y | +21.1% | -39.3% | +60.4% | +21.4% |
| All | +21.1% | -36.4% | +57.5% | +21.4% |
Cumulative growth
Daily Returns
Daily percentage return beside FND.
Daily Out/Under-Performance
Portfolio return minus FND return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FND 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 FND 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