+244.8%
NEE vs SPXS
-99.6%
+344.4%
-45.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SPXS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -2.4% | +2.3% | -0.7% |
| 7D | -1.3% | +2.5% | -3.8% | -0.8% |
| 30D | -3.3% | +4.2% | -7.5% | -2.4% |
| 3M | -2.3% | -9.3% | +7.1% | -4.0% |
| 6M | -8.9% | -30.7% | +21.8% | -15.1% |
| YTD | +4.8% | -28.1% | +32.8% | -1.4% |
| 1Y | +18.7% | -35.1% | +53.8% | +9.7% |
| 3Y | +33.2% | -79.6% | +112.8% | -0.6% |
| 5Y | +10.9% | -86.3% | +97.1% | -17.0% |
| All | +244.8% | -99.6% | +344.4% | +60.1% |
Cumulative growth
Daily Returns
Daily percentage return beside SPXS.
Daily Out/Under-Performance
Portfolio return minus SPXS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPXS 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 10y: compounded portfolio wealth divided by compounded SPXS 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…
10y analysis · Full analysis span regression · 6 months rolling