+4.3%
NEE vs LIN
+24.8%
-20.6%
-21.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LIN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.7% | -0.9% | -0.4% |
| 7D | -2.1% | +2.1% | -4.2% | -2.8% |
| 30D | +8.6% | +6.8% | +1.8% | +6.4% |
| 3M | -0.3% | +10.4% | -10.7% | -3.2% |
| 6M | -8.9% | +3.2% | -12.1% | -9.7% |
| YTD | +8.3% | +24.6% | -16.2% | +1.0% |
| 1Y | +4.3% | +24.4% | -20.1% | -2.7% |
| All | +4.3% | +24.8% | -20.6% | -2.7% |
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