+805.3%
NEE vs MSCI
+3,095.4%
-2,290.0%
-47.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MSCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -2.3% | +0.8% | -0.9% |
| 7D | +3.9% | +2.8% | +1.0% | +3.2% |
| 30D | +12.8% | +15.4% | -2.6% | +9.1% |
| 3M | +3.6% | +13.4% | -9.9% | +0.4% |
| 6M | -7.5% | +10.9% | -18.4% | -10.3% |
| YTD | +10.7% | +13.0% | -2.3% | +6.1% |
| 1Y | +9.1% | +12.0% | -2.9% | +4.7% |
| 3Y | +61.0% | +34.1% | +26.9% | +45.0% |
| 5Y | +16.3% | +3.9% | +12.4% | +9.4% |
| 10Y | +264.6% | +802.0% | -537.4% | +106.0% |
| All | +805.3% | +3,095.4% | -2,290.0% | +243.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling