+284.2%
NEE vs P
+652.0%
-367.8%
-45.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | P | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -1.9% | +1.7% | -0.1% |
| 7D | -2.1% | +11.6% | -13.7% | -2.8% |
| 30D | +8.6% | -23.7% | +32.3% | +10.2% |
| 3M | -0.3% | -8.0% | +7.7% | -0.5% |
| 6M | -8.9% | +27.9% | -36.8% | -11.8% |
| YTD | +8.3% | +61.2% | -52.8% | +2.5% |
| 1Y | +4.3% | +28.6% | -24.4% | -0.1% |
| 3Y | +70.7% | +200.5% | -129.7% | +44.1% |
| 5Y | +12.8% | +282.9% | -270.1% | -9.7% |
| All | +284.2% | +652.0% | -367.8% | +185.1% |
Cumulative growth
Daily Returns
Daily percentage return beside P.
Daily Out/Under-Performance
Portfolio return minus P return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × P 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 P 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