+4.7%
NEE vs IRE
-98.1%
+102.8%
-21.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -15.8% | +15.1% | -0.7% |
| 7D | +2.3% | -41.9% | +44.2% | +2.2% |
| 30D | +11.5% | -75.1% | +86.6% | +11.7% |
| 3M | +2.6% | -82.4% | +85.0% | +3.0% |
| 6M | -6.0% | -95.5% | +89.6% | -4.8% |
| YTD | +9.8% | -93.1% | +102.9% | +9.7% |
| 1Y | +4.7% | -97.8% | +102.5% | +5.1% |
| All | +4.7% | -98.1% | +102.8% | +5.1% |
Cumulative growth
Daily Returns
Daily percentage return beside IRE.
Daily Out/Under-Performance
Portfolio return minus IRE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IRE 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 IRE 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