+20.8%
NEE vs KVUE
-20.4%
+41.2%
-35.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | KVUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.1% | -0.1% | -0.1% |
| 7D | -1.3% | -5.1% | +3.8% | -0.3% |
| 30D | -3.3% | -6.3% | +3.0% | -2.1% |
| 3M | -2.3% | -0.5% | -1.7% | -2.2% |
| 6M | -8.9% | +3.1% | -11.9% | -9.6% |
| YTD | +4.8% | +6.7% | -1.9% | +3.1% |
| 1Y | +18.7% | -1.1% | +19.9% | +18.9% |
| 3Y | +33.2% | -8.7% | +42.0% | +35.5% |
| All | +20.8% | -20.4% | +41.2% | +25.7% |
Cumulative growth
Daily Returns
Daily percentage return beside KVUE.
Daily Out/Under-Performance
Portfolio return minus KVUE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KVUE 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 KVUE 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