+862.3%
NEE vs SPXU
-100.0%
+962.3%
-45.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +1.3% | -2.0% | -0.5% |
| 7D | +1.9% | -0.1% | +2.1% | +1.9% |
| 30D | -2.2% | +0.8% | -3.0% | -1.9% |
| 3M | -1.2% | -4.7% | +3.5% | -1.8% |
| 6M | -8.6% | -29.6% | +21.1% | -14.4% |
| YTD | +6.2% | -29.9% | +36.1% | -0.5% |
| 1Y | +21.1% | -39.1% | +60.2% | +10.6% |
| 3Y | +36.4% | -80.0% | +116.4% | +2.8% |
| 5Y | +11.4% | -86.0% | +97.4% | -14.9% |
| 10Y | +250.0% | -99.5% | +349.5% | +60.5% |
| All | +862.3% | -100.0% | +962.3% | +118.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling