+5,870.2%
NEE vs O
+5,221.5%
+648.7%
-47.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | O | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.7% | +0.5% | 0.0% |
| 7D | -2.1% | -0.4% | -1.7% | -2.0% |
| 30D | +8.6% | +7.1% | +1.5% | +6.4% |
| 3M | -0.3% | -5.2% | +4.9% | +1.4% |
| 6M | -8.9% | -1.8% | -7.2% | -8.4% |
| YTD | +8.3% | +9.1% | -0.7% | +5.5% |
| 1Y | +4.3% | +9.7% | -5.4% | +1.3% |
| 3Y | +70.7% | +39.1% | +31.6% | +54.5% |
| 5Y | +12.8% | +8.4% | +4.5% | +9.8% |
| 10Y | +287.2% | +80.2% | +207.1% | +218.1% |
| All | +5,870.2% | +5,221.5% | +648.7% | +2,662.5% |
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