+11.4%
NEE vs IR
+11.7%
-0.3%
-21.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | -0.4% | +5.3% | +4.9% |
| 7D | +9.2% | +11.6% | -2.4% | +7.9% |
| 30D | +16.0% | +7.2% | +8.8% | +14.9% |
| 3M | +2.2% | -5.9% | +8.1% | +3.2% |
| 6M | -6.0% | +11.5% | -17.5% | -7.6% |
| YTD | +12.6% | +6.3% | +6.2% | +10.6% |
| 1Y | +11.4% | +9.1% | +2.3% | +9.0% |
| All | +11.4% | +11.7% | -0.3% | +9.0% |
Cumulative growth
Daily Returns
Daily percentage return beside IR.
Daily Out/Under-Performance
Portfolio return minus IR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IR 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 IR 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