+71.0%
NEE vs QLD
+149.5%
-78.5%
-23.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | QLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -1.2% | +0.5% | -0.6% |
| 7D | +2.3% | -3.8% | +6.1% | +2.4% |
| 30D | +11.5% | -20.5% | +32.0% | +12.4% |
| 3M | +2.6% | -14.6% | +17.3% | +3.1% |
| 6M | -6.0% | -14.7% | +8.7% | -5.7% |
| YTD | +9.8% | +11.2% | -1.4% | +8.0% |
| 1Y | +4.7% | +7.1% | -2.4% | +3.2% |
| 3Y | +71.0% | +141.1% | -70.1% | +41.7% |
| All | +71.0% | +149.5% | -78.5% | +41.7% |
Cumulative growth
Daily Returns
Daily percentage return beside QLD.
Daily Out/Under-Performance
Portfolio return minus QLD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × QLD 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 QLD 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