+33.5%
NEE vs SPXS
-79.1%
+112.6%
-28.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SPXS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +1.9% | -2.1% | -0.1% |
| 7D | -1.9% | +6.4% | -8.3% | -1.3% |
| 30D | -3.1% | +6.0% | -9.1% | -2.5% |
| 3M | -2.4% | -11.6% | +9.2% | -3.6% |
| 6M | -8.6% | -28.7% | +20.1% | -11.7% |
| YTD | +4.9% | -26.3% | +31.2% | +1.9% |
| 1Y | +19.4% | -34.9% | +54.3% | +14.4% |
| All | +33.5% | -79.1% | +112.6% | -1.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling