+11.3%
NEE vs PSX
+362.1%
-350.8%
-45.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PSX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.4% | -0.5% | -0.2% |
| 7D | -1.3% | +1.7% | -3.1% | -1.5% |
| 30D | -3.3% | +15.6% | -19.0% | -4.8% |
| 3M | -2.3% | +46.5% | -48.7% | -6.2% |
| 6M | -8.9% | +55.0% | -63.9% | -13.3% |
| YTD | +4.8% | +105.3% | -100.5% | -3.7% |
| 1Y | +18.7% | +101.6% | -82.9% | +9.2% |
| 3Y | +33.2% | +134.1% | -100.9% | +18.7% |
| All | +11.3% | +362.1% | -350.8% | -2.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling