+23.6%
NEE vs ROIV
+221.6%
-197.9%
-15.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +18.8% | -18.3% | 0.0% |
| 7D | +1.1% | +20.2% | -19.1% | +0.6% |
| 30D | -0.2% | +14.1% | -14.4% | -0.6% |
| 3M | +0.5% | +45.6% | -45.1% | -0.3% |
| 6M | -6.5% | +44.1% | -50.7% | -7.3% |
| YTD | +6.7% | +91.2% | -84.5% | +4.6% |
| 1Y | +23.6% | +221.3% | -197.7% | +14.8% |
| All | +23.6% | +221.6% | -197.9% | +14.8% |
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