+1.8%
NEE vs Q
+68.3%
-66.5%
-21.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | Q | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -3.5% | +3.3% | -0.2% |
| 7D | -2.1% | +1.2% | -3.3% | -2.1% |
| 30D | +8.6% | -2.7% | +11.3% | +8.7% |
| 3M | -0.3% | -16.9% | +16.6% | +0.2% |
| 6M | -8.9% | -26.9% | +17.9% | -8.2% |
| YTD | +8.3% | +45.2% | -36.9% | +5.7% |
| 1Y | +4.3% | +38.1% | -33.9% | +1.8% |
| All | +1.8% | +68.3% | -66.5% | +0.1% |
Cumulative growth
Daily Returns
Daily percentage return beside Q.
Daily Out/Under-Performance
Portfolio return minus Q return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × Q 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 Q 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