+21.1%
NEE vs SE
-38.5%
+59.6%
-15.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.9% | +0.1% | -0.8% |
| 7D | +1.9% | -6.1% | +8.0% | +1.8% |
| 30D | -2.2% | -2.5% | +0.3% | -2.2% |
| 3M | -1.2% | +21.7% | -22.9% | -0.6% |
| 6M | -8.6% | +27.0% | -35.6% | -8.0% |
| YTD | +6.2% | -12.1% | +18.3% | +8.7% |
| 1Y | +21.1% | -40.9% | +62.0% | +31.5% |
| All | +21.1% | -38.5% | +59.6% | +31.5% |
Cumulative growth
Daily Returns
Daily percentage return beside SE.
Daily Out/Under-Performance
Portfolio return minus SE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SE 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 SE 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