+224.1%
NEE vs SNAP
-77.2%
+301.3%
-45.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SNAP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -4.0% | +3.3% | -0.6% |
| 7D | +1.9% | +0.7% | +1.2% | +1.9% |
| 30D | -2.2% | +2.6% | -4.8% | -2.3% |
| 3M | -1.2% | -9.9% | +8.7% | -0.9% |
| 6M | -8.6% | +1.9% | -10.4% | -9.1% |
| YTD | +6.2% | -32.2% | +38.4% | +7.6% |
| 1Y | +21.1% | -22.8% | +44.0% | +21.7% |
| 3Y | +36.4% | -47.6% | +84.0% | +36.2% |
| 5Y | +11.4% | -92.7% | +104.1% | +18.2% |
| All | +224.1% | -77.2% | +301.3% | +204.0% |
Cumulative growth
Daily Returns
Daily percentage return beside SNAP.
Daily Out/Under-Performance
Portfolio return minus SNAP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SNAP 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 SNAP 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