+2,281.6%
NEE vs NDAQ
+2,327.9%
-46.3%
-47.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -1.9% | +1.1% | -0.4% |
| 7D | +1.9% | -2.4% | +4.4% | +2.4% |
| 30D | -2.2% | +2.5% | -4.6% | -2.6% |
| 3M | -1.2% | +9.9% | -11.1% | -3.2% |
| 6M | -8.6% | +9.4% | -18.0% | -10.6% |
| YTD | +6.2% | +0.4% | +5.8% | +5.2% |
| 1Y | +21.1% | +4.0% | +17.1% | +19.0% |
| 3Y | +36.4% | +94.4% | -58.0% | +17.4% |
| 5Y | +11.4% | +56.7% | -45.4% | -0.3% |
| 10Y | +250.0% | +375.3% | -125.3% | +157.7% |
| All | +2,281.6% | +2,327.9% | -46.3% | +1,349.9% |
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