+11.0%
NEE vs FND
-62.8%
+73.8%
-45.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FND | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -1.5% | +1.2% | 0.0% |
| 7D | -1.9% | -5.1% | +3.2% | -1.2% |
| 30D | -3.1% | -22.5% | +19.4% | +0.5% |
| 3M | -2.4% | -5.0% | +2.6% | -2.2% |
| 6M | -8.6% | -21.5% | +12.9% | -6.1% |
| YTD | +4.9% | -23.0% | +28.0% | +7.7% |
| 1Y | +19.4% | -44.9% | +64.3% | +29.0% |
| 3Y | +34.9% | -50.0% | +84.8% | +43.8% |
| 5Y | +11.0% | -63.3% | +74.4% | +15.7% |
| All | +11.0% | -62.8% | +73.8% | +15.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling