+57.2%
NEE vs OPEN
-70.7%
+127.9%
-45.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +0.6% | -1.4% | -0.8% |
| 7D | +1.9% | -4.3% | +6.2% | +2.1% |
| 30D | -2.2% | -16.2% | +14.1% | -1.4% |
| 3M | -1.2% | -36.4% | +35.2% | +0.5% |
| 6M | -8.6% | -35.5% | +26.9% | -7.3% |
| YTD | +6.2% | -46.0% | +52.2% | +8.3% |
| 1Y | +21.1% | -47.1% | +68.3% | +21.2% |
| 3Y | +36.4% | -19.0% | +55.4% | +26.0% |
| 5Y | +11.4% | -83.6% | +94.9% | +3.9% |
| All | +57.2% | -70.7% | +127.9% | +32.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling