+11.4%
NEE vs GEN
+20.2%
-8.8%
-21.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | +4.0% | +0.9% | +4.9% |
| 7D | +9.2% | +26.9% | -17.7% | +9.9% |
| 30D | +16.0% | +38.6% | -22.7% | +17.3% |
| 3M | +2.2% | +9.7% | -7.6% | +1.8% |
| 6M | -6.0% | +58.9% | -64.9% | -1.7% |
| YTD | +12.6% | +15.3% | -2.8% | +18.0% |
| 1Y | +11.4% | +21.8% | -10.4% | +15.8% |
| All | +11.4% | +20.2% | -8.8% | +15.8% |
Cumulative growth
Daily Returns
Daily percentage return beside GEN.
Daily Out/Under-Performance
Portfolio return minus GEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GEN 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 1y: compounded portfolio wealth divided by compounded GEN 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…
1y analysis · Full analysis span regression · 6 months rolling