+4.3%
NEE vs STT
+46.7%
-42.4%
-21.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | STT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.1% | -0.1% | -0.2% |
| 7D | -2.1% | +4.8% | -6.9% | -2.0% |
| 30D | +8.6% | +3.9% | +4.7% | +8.8% |
| 3M | -0.3% | -8.2% | +7.9% | -0.6% |
| 6M | -8.9% | +15.6% | -24.5% | -7.6% |
| YTD | +8.3% | +37.6% | -29.3% | +10.2% |
| 1Y | +4.3% | +50.1% | -45.9% | +7.1% |
| All | +4.3% | +46.7% | -42.4% | +7.1% |
Cumulative growth
Daily Returns
Daily percentage return beside STT.
Daily Out/Under-Performance
Portfolio return minus STT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × STT 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 1y: compounded portfolio wealth divided by compounded STT 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…
1y analysis · Full analysis span regression · 6 months rolling