+11.4%
NEE vs SLV
+9.6%
+1.8%
-21.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SLV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | +5.2% | -0.3% | +4.7% |
| 7D | +9.2% | -3.9% | +13.0% | +9.3% |
| 30D | +16.0% | -14.5% | +30.4% | +16.5% |
| 3M | +2.2% | -12.4% | +14.6% | +2.6% |
| 6M | -6.0% | -28.5% | +22.5% | -4.9% |
| YTD | +12.6% | -26.8% | +39.4% | +12.4% |
| 1Y | +11.4% | +10.3% | +1.0% | +6.6% |
| All | +11.4% | +9.6% | +1.8% | +6.6% |
Cumulative growth
Daily Returns
Daily percentage return beside SLV.
Daily Out/Under-Performance
Portfolio return minus SLV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SLV 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 SLV 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