+285.0%
NEE vs NDAQ
+472.7%
-187.8%
-45.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.9% | +0.1% | -0.4% |
| 7D | -3.4% | +1.7% | -5.1% | -4.0% |
| 30D | +9.0% | +16.2% | -7.2% | +2.5% |
| 3M | +0.2% | +14.0% | -13.8% | -5.2% |
| 6M | -8.5% | +22.3% | -30.7% | -16.6% |
| YTD | +8.6% | +13.0% | -4.4% | +1.3% |
| 1Y | +2.2% | +24.0% | -21.9% | -8.8% |
| 3Y | +69.1% | +117.1% | -48.0% | +11.4% |
| 5Y | +13.0% | +67.5% | -54.5% | -16.3% |
| All | +285.0% | +472.7% | -187.8% | +70.3% |
Cumulative growth
Daily Returns
Daily percentage return beside NDAQ.
Daily Out/Under-Performance
Portfolio return minus NDAQ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NDAQ 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 NDAQ 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