+33.2%
NEE vs GE
+267.2%
-234.0%
-28.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | GE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.2% | 0.0% | -0.1% |
| 7D | -1.3% | -4.0% | +2.7% | -0.9% |
| 30D | -3.3% | -11.4% | +8.1% | -2.0% |
| 3M | -2.3% | -2.6% | +0.4% | -2.1% |
| 6M | -8.9% | -0.3% | -8.5% | -9.2% |
| YTD | +4.8% | +5.4% | -0.6% | +3.4% |
| 1Y | +18.7% | +15.5% | +3.2% | +15.6% |
| 3Y | +33.2% | +260.8% | -227.5% | -9.3% |
| All | +33.2% | +267.2% | -234.0% | -9.3% |
Cumulative growth
Daily Returns
Daily percentage return beside GE.
Daily Out/Under-Performance
Portfolio return minus GE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GE 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 GE 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