+10.9%
NEE vs STT
+150.3%
-139.4%
-45.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | STT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -1.2% | +1.7% | +0.7% |
| 7D | +1.1% | +2.2% | -1.1% | +0.6% |
| 30D | -0.2% | +3.9% | -4.1% | -1.1% |
| 3M | +0.5% | +19.2% | -18.6% | -3.2% |
| 6M | -6.5% | +60.4% | -66.9% | -15.8% |
| YTD | +6.7% | +51.5% | -44.8% | -3.0% |
| 1Y | +23.6% | +76.3% | -52.7% | +8.2% |
| 3Y | +37.1% | +200.7% | -163.6% | +4.5% |
| 5Y | +10.9% | +157.5% | -146.5% | -16.8% |
| All | +10.9% | +150.3% | -139.4% | -16.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling