+287.3%
NEE vs MSCI
+789.3%
-502.0%
-45.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MSCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +1.6% | -2.3% | -1.1% |
| 7D | +2.3% | +2.7% | -0.4% | +1.6% |
| 30D | +11.5% | +16.2% | -4.7% | +7.1% |
| 3M | +2.6% | +17.1% | -14.5% | -1.8% |
| 6M | -6.0% | +13.0% | -19.0% | -9.7% |
| YTD | +9.8% | +15.8% | -6.0% | +3.9% |
| 1Y | +4.7% | +15.5% | -10.8% | -0.9% |
| 3Y | +71.0% | +32.3% | +38.7% | +51.4% |
| 5Y | +15.8% | +8.2% | +7.6% | +5.9% |
| 10Y | +287.3% | +800.7% | -513.4% | +126.1% |
| All | +287.3% | +789.3% | -502.0% | +126.1% |
Cumulative growth
Daily Returns
Daily percentage return beside MSCI.
Daily Out/Under-Performance
Portfolio return minus MSCI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MSCI 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 10y: compounded portfolio wealth divided by compounded MSCI 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…
10y analysis · Full analysis span regression · 6 months rolling