+17.0%
NEE vs LIN
+63.8%
-46.8%
-45.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LIN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +1.0% | -1.1% | -0.5% |
| 7D | +2.2% | +0.1% | +2.0% | +2.1% |
| 30D | +12.3% | +7.6% | +4.7% | +9.0% |
| 3M | +3.4% | +6.5% | -3.2% | +0.7% |
| 6M | -5.3% | +6.2% | -11.5% | -7.9% |
| YTD | +10.6% | +23.2% | -12.7% | +0.9% |
| 1Y | +6.5% | +25.4% | -19.0% | -3.7% |
| 3Y | +73.5% | +38.3% | +35.2% | +48.9% |
| 5Y | +17.0% | +64.4% | -47.5% | -2.4% |
| All | +17.0% | +63.8% | -46.8% | -2.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling