+33.8%
NEE vs NXT
+89.5%
-55.7%
-28.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NXT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -3.6% | +2.2% | -1.0% |
| 7D | -0.5% | -0.2% | -0.3% | -0.5% |
| 30D | -1.7% | -20.0% | +18.3% | +0.6% |
| 3M | -1.8% | -30.9% | +29.1% | +1.6% |
| 6M | -8.8% | -23.8% | +15.0% | -7.5% |
| YTD | +5.2% | -5.4% | +10.6% | +3.5% |
| 1Y | +21.3% | +28.0% | -6.7% | +13.9% |
| All | +33.8% | +89.5% | -55.7% | +9.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling