+21.3%
NEE vs SLV
+62.2%
-40.9%
-15.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SLV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +2.3% | -3.7% | -1.5% |
| 7D | -0.5% | +2.8% | -3.3% | -0.7% |
| 30D | -1.7% | +2.2% | -3.9% | -1.8% |
| 3M | -1.8% | +2.9% | -4.7% | -2.0% |
| 6M | -8.8% | -22.4% | +13.6% | -7.8% |
| YTD | +5.2% | -5.7% | +10.9% | +3.9% |
| 1Y | +21.3% | +63.3% | -42.0% | +7.3% |
| All | +21.3% | +62.2% | -40.9% | +7.3% |
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