+287.3%
NEE vs LIN
+417.8%
-130.6%
-45.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LIN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +0.3% | -1.0% | -0.8% |
| 7D | +2.3% | +2.0% | +0.3% | +1.5% |
| 30D | +11.5% | +7.9% | +3.6% | +8.0% |
| 3M | +2.6% | +6.3% | -3.7% | -0.1% |
| 6M | -6.0% | +6.5% | -12.4% | -8.8% |
| YTD | +9.8% | +23.6% | -13.8% | -0.2% |
| 1Y | +4.7% | +25.7% | -21.0% | -5.7% |
| 3Y | +71.0% | +35.6% | +35.4% | +47.8% |
| 5Y | +15.8% | +65.9% | -50.0% | -9.5% |
| 10Y | +287.3% | +412.1% | -124.8% | +107.5% |
| All | +287.3% | +417.8% | -130.6% | +107.5% |
Cumulative growth
Daily Returns
Daily percentage return beside LIN.
Daily Out/Under-Performance
Portfolio return minus LIN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LIN 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 LIN 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