+37.1%
NEE vs SNPS
-14.2%
+51.3%
-28.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SNPS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.5% | +0.9% | +0.5% |
| 7D | +1.1% | -5.5% | +6.6% | +0.9% |
| 30D | -0.2% | -5.8% | +5.5% | -0.3% |
| 3M | +0.5% | -17.2% | +17.7% | +0.2% |
| 6M | -6.5% | -10.4% | +3.8% | -6.7% |
| YTD | +6.7% | -16.5% | +23.2% | +6.4% |
| 1Y | +23.6% | -35.6% | +59.2% | +23.0% |
| 3Y | +37.1% | -14.6% | +51.7% | +37.3% |
| All | +37.1% | -14.2% | +51.3% | +37.3% |
Cumulative growth
Daily Returns
Daily percentage return beside SNPS.
Daily Out/Under-Performance
Portfolio return minus SNPS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SNPS 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 3y: compounded portfolio wealth divided by compounded SNPS 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…
3y analysis · Full analysis span regression · 6 months rolling