+30.9%
NEE vs NXT
+231.9%
-201.0%
-36.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NXT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.8% | -1.1% | -0.4% |
| 7D | -2.8% | -5.7% | +2.9% | -2.3% |
| 30D | +9.5% | +18.5% | -9.0% | +7.3% |
| 3M | +1.0% | -4.1% | +5.1% | +1.0% |
| 6M | -8.0% | -20.3% | +12.4% | -6.9% |
| YTD | +9.4% | +15.5% | -6.0% | +5.3% |
| 1Y | +3.1% | -5.0% | +8.1% | +1.2% |
| 3Y | +70.5% | +191.6% | -121.2% | +40.4% |
| All | +30.9% | +231.9% | -201.0% | +7.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling