+9.1%
NEE vs LIN
+25.4%
-16.3%
-21.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LIN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -1.1% | -0.3% | -1.1% |
| 7D | +3.9% | +0.2% | +3.7% | +3.8% |
| 30D | +12.8% | +6.5% | +6.4% | +10.7% |
| 3M | +3.6% | +5.5% | -1.9% | +1.9% |
| 6M | -7.5% | +3.3% | -10.8% | -8.6% |
| YTD | +10.7% | +22.0% | -11.4% | +3.0% |
| 1Y | +9.1% | +25.7% | -16.7% | +0.7% |
| All | +9.1% | +25.4% | -16.3% | +0.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling