+11.0%
NEE vs SSNC
+14.9%
-3.9%
-45.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.5% | +0.3% | -0.1% |
| 7D | -1.9% | -6.7% | +4.8% | -0.3% |
| 30D | -3.1% | -0.8% | -2.3% | -3.0% |
| 3M | -2.4% | +16.1% | -18.5% | -6.3% |
| 6M | -8.6% | +7.9% | -16.5% | -10.7% |
| YTD | +4.9% | -8.7% | +13.6% | +7.6% |
| 1Y | +19.4% | -9.5% | +28.9% | +22.6% |
| 3Y | +34.9% | +47.7% | -12.8% | +12.7% |
| 5Y | +11.0% | +17.6% | -6.6% | -4.7% |
| All | +11.0% | +14.9% | -3.9% | -4.7% |
Cumulative growth
Daily Returns
Daily percentage return beside SSNC.
Daily Out/Under-Performance
Portfolio return minus SSNC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SSNC 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 SSNC 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