+11.3%
NEE vs KWEB
-42.7%
+54.0%
-45.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KWEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.7% | -0.8% | -0.2% |
| 7D | -1.3% | -5.6% | +4.2% | -0.9% |
| 30D | -3.3% | -10.7% | +7.4% | -2.5% |
| 3M | -2.3% | -7.4% | +5.2% | -1.7% |
| 6M | -8.9% | -19.3% | +10.5% | -7.4% |
| YTD | +4.8% | -27.8% | +32.5% | +7.3% |
| 1Y | +18.7% | -35.9% | +54.7% | +22.8% |
| 3Y | +33.2% | -1.9% | +35.2% | +31.8% |
| All | +11.3% | -42.7% | +54.0% | +11.6% |
Cumulative growth
Daily Returns
Daily percentage return beside KWEB.
Daily Out/Under-Performance
Portfolio return minus KWEB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KWEB 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 5y: compounded portfolio wealth divided by compounded KWEB 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…
5y analysis · Full analysis span regression · 6 months rolling