+699.0%
NEE vs PSX
+1,159.1%
-460.1%
-45.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PSX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +1.6% | -1.1% | +0.3% |
| 7D | +1.1% | +2.8% | -1.7% | +0.7% |
| 30D | -0.2% | +27.8% | -28.0% | -3.6% |
| 3M | +0.5% | +42.0% | -41.5% | -4.4% |
| 6M | -6.5% | +58.1% | -64.6% | -12.7% |
| YTD | +6.7% | +105.0% | -98.3% | -4.2% |
| 1Y | +23.6% | +104.9% | -81.3% | +10.8% |
| 3Y | +37.1% | +134.1% | -96.9% | +19.1% |
| 5Y | +10.9% | +363.8% | -352.9% | -14.4% |
| 10Y | +245.4% | +370.1% | -124.8% | +144.2% |
| All | +699.0% | +1,159.1% | -460.1% | +422.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling