+219.4%
NEE vs FND
+58.4%
+161.0%
-45.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FND | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -4.6% | +5.1% | +1.1% |
| 7D | +1.1% | +0.4% | +0.7% | +1.0% |
| 30D | -0.2% | -23.6% | +23.3% | +3.5% |
| 3M | +0.5% | +4.3% | -3.8% | -0.6% |
| 6M | -6.5% | -20.3% | +13.8% | -4.4% |
| YTD | +6.7% | -21.3% | +28.0% | +9.0% |
| 1Y | +23.6% | -45.4% | +69.0% | +32.8% |
| 3Y | +37.1% | -48.9% | +86.0% | +45.3% |
| 5Y | +10.9% | -61.0% | +72.0% | +18.0% |
| All | +219.4% | +58.4% | +161.0% | +189.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling