+55.7%
NEE vs OPEN
-72.1%
+127.8%
-45.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -2.3% | +0.9% | -1.3% |
| 7D | -0.5% | -2.9% | +2.4% | -0.4% |
| 30D | -1.7% | -13.8% | +12.1% | -1.1% |
| 3M | -1.8% | -30.9% | +29.0% | -0.5% |
| 6M | -8.8% | -40.9% | +32.1% | -7.2% |
| YTD | +5.2% | -48.5% | +53.7% | +7.5% |
| 1Y | +21.3% | -50.9% | +72.2% | +21.9% |
| 3Y | +35.2% | -20.6% | +55.8% | +24.9% |
| 5Y | +10.1% | -84.2% | +94.3% | +2.9% |
| All | +55.7% | -72.1% | +127.8% | +31.1% |
Cumulative growth
Daily Returns
Daily percentage return beside OPEN.
Daily Out/Under-Performance
Portfolio return minus OPEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × OPEN 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 10y: compounded portfolio wealth divided by compounded OPEN 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…
10y analysis · Full analysis span regression · 6 months rolling