+27.0%
NEE vs NXT
+178.8%
-151.8%
-36.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NXT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +1.2% | -1.9% | -0.9% |
| 7D | +1.9% | -1.1% | +3.0% | +2.0% |
| 30D | -2.2% | -15.3% | +13.2% | -0.6% |
| 3M | -1.2% | -43.8% | +42.6% | +4.3% |
| 6M | -8.6% | -18.7% | +10.1% | -8.0% |
| YTD | +6.2% | -3.0% | +9.2% | +4.4% |
| 1Y | +21.1% | +22.7% | -1.6% | +14.9% |
| 3Y | +36.4% | +95.9% | -59.5% | +16.7% |
| All | +27.0% | +178.8% | -151.8% | +6.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling