+10.1%
NEE vs SPOT
+111.4%
-101.3%
-45.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SPOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -1.1% | -0.3% | -1.3% |
| 7D | -0.5% | -6.5% | +6.0% | 0.0% |
| 30D | -1.7% | +2.2% | -3.9% | -1.9% |
| 3M | -1.8% | +5.4% | -7.2% | -2.4% |
| 6M | -8.8% | -4.0% | -4.8% | -8.9% |
| YTD | +5.2% | -9.9% | +15.1% | +5.5% |
| 1Y | +21.3% | -27.3% | +48.6% | +24.3% |
| 3Y | +35.2% | +236.4% | -201.2% | +10.6% |
| 5Y | +10.1% | +112.6% | -102.5% | -10.1% |
| All | +10.1% | +111.4% | -101.3% | -10.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling