+25.3%
NEE vs NXT
+173.5%
-148.2%
-36.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NXT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +1.9% | -2.1% | -0.4% |
| 7D | -1.3% | -1.9% | +0.6% | -1.2% |
| 30D | -3.3% | -20.0% | +16.7% | -1.2% |
| 3M | -2.3% | -30.7% | +28.5% | +1.0% |
| 6M | -8.9% | -29.0% | +20.1% | -6.8% |
| YTD | +4.8% | -4.8% | +9.6% | +3.2% |
| 1Y | +18.7% | +22.8% | -4.1% | +12.7% |
| 3Y | +33.2% | +93.9% | -60.7% | +14.2% |
| All | +25.3% | +173.5% | -148.2% | +5.3% |
Cumulative growth
Daily Returns
Daily percentage return beside NXT.
Daily Out/Under-Performance
Portfolio return minus NXT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NXT 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 10y: compounded portfolio wealth divided by compounded NXT 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…
10y analysis · Full analysis span regression · 6 months rolling