+6,289.9%
NEE vs SIRI
-17.9%
+6,307.8%
-47.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SIRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.7% | +1.1% | +0.5% |
| 7D | +1.1% | +4.3% | -3.2% | +1.0% |
| 30D | -0.2% | -2.8% | +2.6% | -0.2% |
| 3M | +0.5% | +5.9% | -5.4% | +0.4% |
| 6M | -6.5% | +31.9% | -38.5% | -7.3% |
| YTD | +6.7% | +48.7% | -42.0% | +5.5% |
| 1Y | +23.6% | +23.2% | +0.4% | +22.8% |
| 3Y | +37.1% | -23.9% | +61.0% | +37.1% |
| 5Y | +10.9% | -43.4% | +54.3% | +11.3% |
| 10Y | +245.4% | -13.6% | +259.0% | +243.1% |
| All | +6,289.9% | -17.9% | +6,307.8% | +6,025.0% |
Cumulative growth
Daily Returns
Daily percentage return beside SIRI.
Daily Out/Under-Performance
Portfolio return minus SIRI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SIRI 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 all: compounded portfolio wealth divided by compounded SIRI 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…
all analysis · Full analysis span regression · 6 months rolling