+33.5%
NEE vs INDA
+6.8%
+26.6%
-28.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | INDA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -1.2% | +0.9% | 0.0% |
| 7D | -1.9% | -3.6% | +1.7% | -1.2% |
| 30D | -3.1% | -4.0% | +0.8% | -2.3% |
| 3M | -2.4% | +1.7% | -4.1% | -2.8% |
| 6M | -8.6% | -3.6% | -5.0% | -8.0% |
| YTD | +4.9% | -11.0% | +15.9% | +7.8% |
| 1Y | +19.4% | -9.5% | +28.9% | +22.0% |
| All | +33.5% | +6.8% | +26.6% | +13.3% |
Cumulative growth
Daily Returns
Daily percentage return beside INDA.
Daily Out/Under-Performance
Portfolio return minus INDA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × INDA 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 INDA 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