+260.3%
NEE vs IP
+26.3%
+234.0%
-45.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +0.8% | -2.3% | -1.6% |
| 7D | +3.9% | -5.1% | +8.9% | +5.0% |
| 30D | +12.8% | +8.5% | +4.3% | +10.9% |
| 3M | +3.6% | -13.8% | +17.4% | +6.5% |
| 6M | -7.5% | +5.7% | -13.2% | -9.4% |
| YTD | +10.7% | -9.1% | +19.8% | +10.9% |
| 1Y | +9.1% | -0.8% | +9.9% | +7.0% |
| 3Y | +61.0% | +14.8% | +46.2% | +45.7% |
| 5Y | +16.3% | -11.5% | +27.8% | +10.9% |
| All | +260.3% | +26.3% | +234.0% | +197.3% |
Cumulative growth
Daily Returns
Daily percentage return beside IP.
Daily Out/Under-Performance
Portfolio return minus IP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IP 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 10y: compounded portfolio wealth divided by compounded IP 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…
10y analysis · Full analysis span regression · 6 months rolling