+21.1%
NEE vs SPOT
-21.9%
+43.0%
-15.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -3.2% | +2.4% | -0.9% |
| 7D | +1.9% | -0.9% | +2.9% | +1.9% |
| 30D | -2.2% | +12.5% | -14.6% | -1.6% |
| 3M | -1.2% | +9.9% | -11.1% | -0.7% |
| 6M | -8.6% | +1.6% | -10.1% | -8.4% |
| YTD | +6.2% | -6.6% | +12.8% | +5.6% |
| 1Y | +21.1% | -22.9% | +44.0% | +19.8% |
| All | +21.1% | -21.9% | +43.0% | +19.8% |
Cumulative growth
Daily Returns
Daily percentage return beside SPOT.
Daily Out/Under-Performance
Portfolio return minus SPOT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPOT 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 SPOT 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