+3.1%
NEE vs NDAQ
+26.4%
-23.3%
-21.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.3% | 0.0% | -0.3% |
| 7D | -2.8% | 0.0% | -2.8% | -2.8% |
| 30D | +9.5% | +16.3% | -6.8% | +10.0% |
| 3M | +1.0% | +15.8% | -14.8% | +1.5% |
| 6M | -8.0% | +24.8% | -32.8% | -6.8% |
| YTD | +9.4% | +14.1% | -4.6% | +10.3% |
| 1Y | +3.1% | +26.5% | -23.4% | +1.3% |
| All | +3.1% | +26.4% | -23.3% | +1.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling