+2,334.7%
NEE vs NDAQ
+2,632.1%
-297.4%
-47.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.9% | +0.1% | -0.6% |
| 7D | -3.4% | +1.7% | -5.1% | -3.7% |
| 30D | +9.0% | +16.2% | -7.2% | +5.9% |
| 3M | +0.2% | +14.0% | -13.8% | -2.4% |
| 6M | -8.5% | +22.3% | -30.7% | -12.4% |
| YTD | +8.6% | +13.0% | -4.4% | +5.0% |
| 1Y | +2.2% | +24.0% | -21.9% | -3.0% |
| 3Y | +69.1% | +117.1% | -48.0% | +42.5% |
| 5Y | +13.0% | +67.5% | -54.5% | -0.2% |
| 10Y | +288.0% | +474.3% | -186.3% | +176.2% |
| All | +2,334.7% | +2,632.1% | -297.4% | +1,347.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling