+61.0%
NEE vs P
+175.5%
-114.5%
-23.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | P | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +3.5% | -5.0% | -1.4% |
| 7D | +3.9% | -23.8% | +27.7% | +3.6% |
| 30D | +12.8% | -36.6% | +49.5% | +12.4% |
| 3M | +3.6% | +10.9% | -7.3% | +3.4% |
| 6M | -7.5% | +30.0% | -37.5% | -7.5% |
| YTD | +10.7% | +44.4% | -33.7% | +10.8% |
| 1Y | +9.1% | +3.9% | +5.2% | +8.9% |
| 3Y | +61.0% | +176.6% | -115.6% | +57.2% |
| All | +61.0% | +175.5% | -114.5% | +57.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling