+11.0%
NEE vs SE
-67.4%
+78.4%
-45.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.9% | +0.7% | -0.2% |
| 7D | -1.9% | -4.8% | +2.9% | -1.6% |
| 30D | -3.1% | -18.1% | +15.0% | -2.0% |
| 3M | -2.4% | +30.6% | -33.0% | -4.2% |
| 6M | -8.6% | +20.8% | -29.4% | -10.0% |
| YTD | +4.9% | -15.6% | +20.5% | +5.5% |
| 1Y | +19.4% | -44.2% | +63.6% | +23.3% |
| 3Y | +34.9% | +181.5% | -146.7% | +21.0% |
| 5Y | +11.0% | -66.9% | +77.9% | +13.2% |
| All | +11.0% | -67.4% | +78.4% | +13.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling