+11.4%
NEE vs SMTC
+70.8%
-59.5%
-21.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SMTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | -12.9% | +17.8% | +4.8% |
| 7D | +9.2% | -24.5% | +33.7% | +9.1% |
| 30D | +16.0% | -42.5% | +58.4% | +16.6% |
| 3M | +2.2% | -14.1% | +16.3% | +1.7% |
| 6M | -6.0% | +3.6% | -9.6% | -8.0% |
| YTD | +12.6% | +50.6% | -38.0% | +8.2% |
| 1Y | +11.4% | +72.2% | -60.9% | +4.5% |
| All | +11.4% | +70.8% | -59.5% | +4.5% |
Cumulative growth
Daily Returns
Daily percentage return beside SMTC.
Daily Out/Under-Performance
Portfolio return minus SMTC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SMTC 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 SMTC 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