+11.0%
NEE vs SPXU
-85.5%
+96.6%
-45.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +1.8% | -2.1% | +0.1% |
| 7D | -1.9% | +6.4% | -8.3% | -0.8% |
| 30D | -3.1% | +5.9% | -9.1% | -2.1% |
| 3M | -2.4% | -11.7% | +9.2% | -4.4% |
| 6M | -8.6% | -28.7% | +20.1% | -13.6% |
| YTD | +4.9% | -26.4% | +31.3% | 0.0% |
| 1Y | +19.4% | -35.2% | +54.6% | +11.4% |
| 3Y | +34.9% | -79.8% | +114.7% | +2.0% |
| 5Y | +11.0% | -86.1% | +97.1% | -16.7% |
| All | +11.0% | -85.5% | +96.6% | -16.7% |
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