+10.9%
NEE vs OPEN
-84.0%
+95.0%
-45.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -2.5% | +3.0% | +0.6% |
| 7D | +1.1% | +1.0% | +0.1% | +1.0% |
| 30D | -0.2% | -11.9% | +11.7% | +0.3% |
| 3M | +0.5% | -28.8% | +29.3% | +1.8% |
| 6M | -6.5% | -38.6% | +32.1% | -5.0% |
| YTD | +6.7% | -47.3% | +54.0% | +8.9% |
| 1Y | +23.6% | -49.2% | +72.8% | +24.0% |
| 3Y | +37.1% | -18.8% | +55.9% | +26.6% |
| 5Y | +10.9% | -83.6% | +94.5% | +1.4% |
| All | +10.9% | -84.0% | +95.0% | +1.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling