+245.4%
NEE vs MSCI
+594.9%
-349.6%
-45.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MSCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -3.8% | +4.3% | +1.5% |
| 7D | +1.1% | -2.1% | +3.2% | +1.6% |
| 30D | -0.2% | -1.7% | +1.5% | +0.2% |
| 3M | +0.5% | -8.2% | +8.8% | +2.4% |
| 6M | -6.5% | -2.4% | -4.1% | -6.9% |
| YTD | +6.7% | -2.8% | +9.5% | +5.8% |
| 1Y | +23.6% | -2.7% | +26.3% | +22.0% |
| 3Y | +37.1% | +7.3% | +29.8% | +28.5% |
| 5Y | +10.9% | -11.4% | +22.4% | +7.0% |
| 10Y | +245.4% | +605.8% | -360.5% | +108.9% |
| All | +245.4% | +594.9% | -349.6% | +108.9% |
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