+6,781.6%
NEE vs LIN
+10,749.5%
-3,967.8%
-47.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LIN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.7% | +0.4% | 0.0% |
| 7D | +7.4% | +3.6% | +3.8% | +6.4% |
| 30D | +13.3% | +6.4% | +6.9% | +11.5% |
| 3M | +3.5% | +6.5% | -3.0% | +1.7% |
| 6M | -7.0% | +4.9% | -11.8% | -8.3% |
| YTD | +12.3% | +23.4% | -11.1% | +5.9% |
| 1Y | +10.5% | +26.3% | -15.8% | +3.5% |
| 3Y | +62.5% | +38.0% | +24.5% | +48.0% |
| 5Y | +18.0% | +68.0% | -50.0% | +1.4% |
| 10Y | +270.1% | +437.1% | -167.1% | +136.1% |
| All | +6,781.6% | +10,749.5% | -3,967.8% | +2,817.1% |
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