+2.2%
NEE vs P
+24.7%
-22.6%
-21.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | P | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +3.4% | -4.2% | -0.8% |
| 7D | -3.4% | +17.8% | -21.2% | -3.1% |
| 30D | +9.0% | -29.9% | +38.9% | +9.1% |
| 3M | +0.2% | -1.2% | +1.3% | -0.2% |
| 6M | -8.5% | +32.1% | -40.6% | -8.8% |
| YTD | +8.6% | +64.3% | -55.7% | +7.4% |
| 1Y | +2.2% | +24.3% | -22.1% | +1.3% |
| All | +2.2% | +24.7% | -22.6% | +1.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling