+21.3%
NEE vs JD
-15.3%
+36.7%
-15.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | JD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -2.5% | +1.0% | -1.3% |
| 7D | -0.5% | -3.0% | +2.4% | -0.4% |
| 30D | -1.7% | -19.3% | +17.6% | -0.6% |
| 3M | -1.8% | -6.0% | +4.2% | -1.7% |
| 6M | -8.8% | +1.8% | -10.6% | -9.5% |
| YTD | +5.2% | -2.6% | +7.8% | +5.1% |
| 1Y | +21.3% | -17.4% | +38.8% | +24.0% |
| All | +21.3% | -15.3% | +36.7% | +24.0% |
Cumulative growth
Daily Returns
Daily percentage return beside JD.
Daily Out/Under-Performance
Portfolio return minus JD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × JD 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 JD 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