+11.4%
NEE vs SE
-48.0%
+59.4%
-21.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | +4.5% | +0.4% | +5.0% |
| 7D | +9.2% | +6.7% | +2.5% | +9.4% |
| 30D | +16.0% | -17.2% | +33.2% | +15.3% |
| 3M | +2.2% | -28.0% | +30.2% | +1.3% |
| 6M | -6.0% | -6.1% | +0.1% | -5.6% |
| YTD | +12.6% | -37.1% | +49.7% | +13.3% |
| 1Y | +11.4% | -48.8% | +60.2% | +13.5% |
| All | +11.4% | -48.0% | +59.4% | +13.5% |
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