+10.6%
NEE vs GEHC
+32.6%
-22.0%
-41.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GEHC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +1.4% | -1.6% | -0.4% |
| 7D | -2.1% | +0.8% | -2.9% | -2.2% |
| 30D | +8.6% | +21.3% | -12.7% | +5.6% |
| 3M | -0.3% | +12.6% | -12.9% | -2.0% |
| 6M | -8.9% | +34.3% | -43.2% | -13.1% |
| YTD | +8.3% | +1.4% | +6.9% | +7.8% |
| 1Y | +4.3% | +12.5% | -8.2% | +1.8% |
| 3Y | +70.7% | +19.2% | +51.5% | +60.7% |
| All | +10.6% | +32.6% | -22.0% | +1.8% |
Cumulative growth
Daily Returns
Daily percentage return beside GEHC.
Daily Out/Under-Performance
Portfolio return minus GEHC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GEHC 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 GEHC 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