+33.2%
NEE vs FRSH
-46.4%
+79.6%
-28.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FRSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.2% | -0.3% | -0.2% |
| 7D | -1.3% | -6.6% | +5.3% | -1.3% |
| 30D | -3.3% | +2.1% | -5.4% | -3.3% |
| 3M | -2.3% | +29.0% | -31.2% | -2.3% |
| 6M | -8.9% | +48.6% | -57.5% | -9.2% |
| YTD | +4.8% | -2.9% | +7.7% | +6.1% |
| 1Y | +18.7% | -7.9% | +26.6% | +20.4% |
| 3Y | +33.2% | -46.5% | +79.8% | +32.2% |
| All | +33.2% | -46.4% | +79.6% | +32.2% |
Cumulative growth
Daily Returns
Daily percentage return beside FRSH.
Daily Out/Under-Performance
Portfolio return minus FRSH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FRSH 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 FRSH 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