+36.7%
NEE vs NVD
-99.2%
+135.8%
-28.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NVD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +3.9% | -3.4% | +0.4% |
| 7D | +1.1% | -7.7% | +8.7% | +1.2% |
| 30D | -0.2% | -5.8% | +5.6% | -0.2% |
| 3M | +0.5% | -23.2% | +23.7% | +0.8% |
| 6M | -6.5% | -49.7% | +43.2% | -5.9% |
| YTD | +6.7% | -47.7% | +54.4% | +7.3% |
| 1Y | +23.6% | -61.3% | +84.9% | +24.6% |
| 3Y | +37.1% | -99.2% | +136.3% | +51.3% |
| All | +36.7% | -99.2% | +135.8% | +50.8% |
Cumulative growth
Daily Returns
Daily percentage return beside NVD.
Daily Out/Under-Performance
Portfolio return minus NVD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NVD 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 NVD 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