+10.1%
NEE vs SHW
+14.0%
-3.9%
-45.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SHW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -1.7% | +0.3% | -0.9% |
| 7D | -0.5% | -3.2% | +2.7% | +0.4% |
| 30D | -1.7% | -11.4% | +9.7% | +1.9% |
| 3M | -1.8% | +3.5% | -5.3% | -3.4% |
| 6M | -8.8% | -3.4% | -5.5% | -8.6% |
| YTD | +5.2% | -0.3% | +5.5% | +4.3% |
| 1Y | +21.3% | -10.4% | +31.8% | +24.4% |
| 3Y | +35.2% | +21.3% | +13.9% | +22.2% |
| 5Y | +10.1% | +12.9% | -2.7% | -1.8% |
| All | +10.1% | +14.0% | -3.9% | -1.8% |
Cumulative growth
Daily Returns
Daily percentage return beside SHW.
Daily Out/Under-Performance
Portfolio return minus SHW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SHW 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 SHW 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