+284.2%
NEE vs LIN
+424.2%
-140.0%
-45.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LIN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.7% | -0.9% | -0.5% |
| 7D | -2.1% | +2.1% | -4.2% | -3.0% |
| 30D | +8.6% | +6.8% | +1.8% | +5.7% |
| 3M | -0.3% | +10.4% | -10.7% | -4.5% |
| 6M | -8.9% | +3.2% | -12.1% | -10.4% |
| YTD | +8.3% | +24.6% | -16.2% | -1.9% |
| 1Y | +4.3% | +24.4% | -20.1% | -5.6% |
| 3Y | +70.7% | +36.7% | +34.0% | +47.0% |
| 5Y | +12.8% | +67.0% | -54.2% | -12.1% |
| All | +284.2% | +424.2% | -140.0% | +102.9% |
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