+7,463.1%
NEE vs GEN
+8,835.9%
-1,372.8%
-47.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +2.1% | -2.4% | -0.4% |
| 7D | -2.8% | -0.8% | -2.0% | -2.7% |
| 30D | +9.5% | +31.2% | -21.7% | +7.8% |
| 3M | +1.0% | +6.1% | -5.0% | +0.5% |
| 6M | -8.0% | +38.1% | -46.1% | -10.0% |
| YTD | +9.4% | +14.4% | -4.9% | +8.0% |
| 1Y | +3.1% | +15.1% | -12.0% | +1.8% |
| 3Y | +70.5% | +68.5% | +2.0% | +64.0% |
| 5Y | +15.2% | +35.8% | -20.6% | +11.8% |
| 10Y | +291.2% | +155.4% | +135.8% | +262.9% |
| All | +7,463.1% | +8,835.9% | -1,372.8% | +5,844.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling