+5,931.2%
NEE vs O
+5,289.3%
+641.9%
-47.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | O | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.1% | -0.4% | -0.3% |
| 7D | -2.8% | +0.6% | -3.4% | -3.0% |
| 30D | +9.5% | +9.4% | +0.1% | +6.5% |
| 3M | +1.0% | -2.4% | +3.4% | +1.9% |
| 6M | -8.0% | -1.9% | -6.1% | -7.4% |
| YTD | +9.4% | +10.5% | -1.0% | +6.1% |
| 1Y | +3.1% | +10.0% | -6.8% | +0.2% |
| 3Y | +70.5% | +40.5% | +30.0% | +53.8% |
| 5Y | +15.2% | +10.2% | +5.0% | +11.5% |
| 10Y | +291.2% | +82.5% | +208.7% | +220.1% |
| All | +5,931.2% | +5,289.3% | +641.9% | +2,679.6% |
Cumulative growth
Daily Returns
Daily percentage return beside O.
Daily Out/Under-Performance
Portfolio return minus O return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × O 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 O 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