+62.0%
NEE vs OPEN
-87.3%
+149.3%
-45.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +4.2% | -4.5% | -0.5% |
| 7D | -2.8% | -31.1% | +28.3% | -1.3% |
| 30D | +9.5% | -34.7% | +44.2% | +11.4% |
| 3M | +1.0% | -61.9% | +62.9% | +5.2% |
| 6M | -8.0% | -71.9% | +63.9% | -3.2% |
| YTD | +9.4% | -76.6% | +86.0% | +15.5% |
| 1Y | +3.1% | -83.9% | +87.1% | +10.5% |
| 3Y | +70.5% | -34.4% | +104.9% | +57.4% |
| 5Y | +15.2% | -93.9% | +109.2% | +12.4% |
| All | +62.0% | -87.3% | +149.3% | +40.9% |
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