+13.0%
NEE vs SPOT
+112.1%
-99.0%
-45.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SPOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -1.7% | +0.9% | -0.7% |
| 7D | -3.4% | -2.6% | -0.8% | -3.1% |
| 30D | +9.0% | +13.5% | -4.4% | +7.8% |
| 3M | +0.2% | +22.2% | -22.1% | -1.7% |
| 6M | -8.5% | +38.3% | -46.8% | -11.3% |
| YTD | +8.6% | +3.1% | +5.5% | +7.6% |
| 1Y | +2.2% | -7.6% | +9.8% | +2.4% |
| 3Y | +69.1% | +250.0% | -181.0% | +38.3% |
| 5Y | +13.0% | +113.3% | -100.3% | -6.6% |
| All | +13.0% | +112.1% | -99.0% | -6.6% |
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