+6,405.8%
NEE vs LIN
+9,840.7%
-3,434.9%
-47.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LIN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -1.0% | +0.2% | -0.5% |
| 7D | +1.9% | -2.1% | +4.1% | +2.5% |
| 30D | -2.2% | -2.4% | +0.3% | -1.5% |
| 3M | -1.2% | -5.6% | +4.4% | +0.2% |
| 6M | -8.6% | -3.4% | -5.2% | -7.9% |
| YTD | +6.2% | +13.1% | -6.9% | +2.5% |
| 1Y | +21.1% | +2.5% | +18.6% | +19.9% |
| 3Y | +36.4% | +27.6% | +8.8% | +26.9% |
| 5Y | +11.4% | +63.0% | -51.7% | -3.5% |
| 10Y | +250.0% | +359.3% | -109.3% | +132.3% |
| All | +6,405.8% | +9,840.7% | -3,434.9% | +2,723.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling