+3.1%
NEE vs SE
-53.5%
+56.6%
-21.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -3.7% | +3.3% | -0.4% |
| 7D | -2.8% | -7.7% | +5.0% | -2.9% |
| 30D | +9.5% | -22.8% | +32.4% | +8.8% |
| 3M | +1.0% | -43.7% | +44.8% | -0.5% |
| 6M | -8.0% | -12.8% | +4.8% | -7.8% |
| YTD | +9.4% | -42.0% | +51.5% | +10.5% |
| 1Y | +3.1% | -48.0% | +51.2% | +5.7% |
| All | +3.1% | -53.5% | +56.6% | +5.7% |
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