+11.4%
NEE vs PSX
+97.5%
-86.1%
-21.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PSX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | -4.5% | +9.4% | +4.8% |
| 7D | +9.2% | -5.2% | +14.3% | +9.1% |
| 30D | +16.0% | -3.7% | +19.7% | +15.7% |
| 3M | +2.2% | +26.8% | -24.6% | +1.9% |
| 6M | -6.0% | +47.3% | -53.3% | -6.2% |
| YTD | +12.6% | +105.4% | -92.8% | +11.1% |
| 1Y | +11.4% | +96.9% | -85.5% | +10.8% |
| All | +11.4% | +97.5% | -86.1% | +10.8% |
Cumulative growth
Daily Returns
Daily percentage return beside PSX.
Daily Out/Under-Performance
Portfolio return minus PSX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PSX 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 PSX 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