+37.1%
NEE vs SE
+194.4%
-157.2%
-28.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +1.1% | -0.6% | +0.5% |
| 7D | +1.1% | +0.6% | +0.5% | +1.1% |
| 30D | -0.2% | -0.1% | -0.1% | -0.2% |
| 3M | +0.5% | +34.1% | -33.6% | +0.5% |
| 6M | -6.5% | +23.2% | -29.7% | -6.5% |
| YTD | +6.7% | -11.2% | +17.9% | +7.2% |
| 1Y | +23.6% | -40.5% | +64.1% | +24.9% |
| 3Y | +37.1% | +196.3% | -159.2% | +37.6% |
| All | +37.1% | +194.4% | -157.2% | +37.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling