+7,273.1%
NEE vs NI
+5,156.7%
+2,116.5%
-47.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +1.2% | -0.8% | -0.2% |
| 7D | +1.1% | +2.3% | -1.2% | -0.2% |
| 30D | -0.2% | -1.7% | +1.4% | +0.7% |
| 3M | +0.5% | -8.0% | +8.5% | +5.1% |
| 6M | -6.5% | -8.6% | +2.1% | -1.7% |
| YTD | +6.7% | +2.3% | +4.4% | +5.3% |
| 1Y | +23.6% | +6.9% | +16.7% | +18.9% |
| 3Y | +37.1% | +70.6% | -33.4% | +2.1% |
| 5Y | +10.9% | +96.4% | -85.5% | -23.6% |
| 10Y | +245.4% | +136.1% | +109.2% | +111.3% |
| All | +7,273.1% | +5,156.7% | +2,116.5% | +1,115.7% |
Cumulative growth
Daily Returns
Daily percentage return beside NI.
Daily Out/Under-Performance
Portfolio return minus NI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NI 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 NI 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