+11.5%
NEE vs SPXU
-83.3%
+94.7%
-45.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +1.2% | -1.4% | 0.0% |
| 7D | -2.1% | -7.6% | +5.5% | -3.4% |
| 30D | +8.6% | +5.3% | +3.3% | +9.8% |
| 3M | -0.3% | +9.6% | -9.9% | +1.7% |
| 6M | -8.9% | -4.5% | -4.4% | -9.1% |
| YTD | +8.3% | -25.9% | +34.2% | +3.7% |
| 1Y | +4.3% | -28.9% | +33.1% | -0.9% |
| 3Y | +70.7% | -80.5% | +151.2% | +27.8% |
| All | +11.5% | -83.3% | +94.7% | -13.1% |
Cumulative growth
Daily Returns
Daily percentage return beside SPXU.
Daily Out/Under-Performance
Portfolio return minus SPXU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPXU 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 SPXU 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