+7,401.5%
NEE vs SMTC
+50,861.1%
-43,459.5%
-47.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SMTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -4.6% | +3.8% | -0.7% |
| 7D | -3.4% | +30.5% | -33.8% | -4.3% |
| 30D | +9.0% | -30.9% | +39.9% | +10.1% |
| 3M | +0.2% | -14.7% | +14.9% | +0.1% |
| 6M | -8.5% | -9.6% | +1.1% | -9.1% |
| YTD | +8.6% | +62.1% | -53.5% | +5.3% |
| 1Y | +2.2% | +66.6% | -64.4% | -1.1% |
| 3Y | +69.1% | +718.1% | -649.0% | +51.3% |
| 5Y | +13.0% | +32.8% | -19.8% | +6.8% |
| 10Y | +288.0% | +354.1% | -66.1% | +250.3% |
| All | +7,401.5% | +50,861.1% | -43,459.5% | +6,613.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling