+11.4%
NEE vs ROIV
+97.8%
-86.4%
-21.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | +6.1% | -1.2% | +4.7% |
| 7D | +9.2% | +3.0% | +6.2% | +9.1% |
| 30D | +16.0% | +6.8% | +9.1% | +15.8% |
| 3M | +2.2% | +10.5% | -8.3% | +2.1% |
| 6M | -6.0% | +34.8% | -40.8% | -6.0% |
| YTD | +12.6% | +76.2% | -63.6% | +12.0% |
| 1Y | +11.4% | +92.4% | -81.0% | +8.0% |
| All | +11.4% | +97.8% | -86.4% | +8.0% |
Cumulative growth
Daily Returns
Daily percentage return beside ROIV.
Daily Out/Under-Performance
Portfolio return minus ROIV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ROIV 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 ROIV 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