+285.0%
NEE vs MSCI
+799.8%
-514.8%
-45.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MSCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -1.5% | +0.7% | -0.4% |
| 7D | -3.4% | -0.7% | -2.7% | -3.2% |
| 30D | +9.0% | +16.2% | -7.1% | +4.7% |
| 3M | +0.2% | +16.1% | -16.0% | -3.9% |
| 6M | -8.5% | +12.9% | -21.4% | -12.1% |
| YTD | +8.6% | +14.8% | -6.3% | +2.9% |
| 1Y | +2.2% | +13.8% | -11.6% | -3.0% |
| 3Y | +69.1% | +31.2% | +37.9% | +50.0% |
| 5Y | +13.0% | +5.6% | +7.5% | +4.1% |
| All | +285.0% | +799.8% | -514.8% | +118.9% |
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