+7,238.0%
NEE vs STT
+7,372.9%
-135.0%
-47.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | STT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +0.2% | -0.9% | -0.8% |
| 7D | +1.9% | +0.5% | +1.5% | +1.9% |
| 30D | -2.2% | +3.9% | -6.0% | -2.7% |
| 3M | -1.2% | +20.0% | -21.1% | -4.0% |
| 6M | -8.6% | +55.3% | -63.9% | -14.7% |
| YTD | +6.2% | +53.3% | -47.1% | -0.9% |
| 1Y | +21.1% | +74.7% | -53.6% | +10.7% |
| 3Y | +36.4% | +205.8% | -169.4% | +13.9% |
| 5Y | +11.4% | +145.0% | -133.6% | -5.4% |
| 10Y | +250.0% | +266.0% | -16.0% | +169.7% |
| All | +7,238.0% | +7,372.9% | -135.0% | +3,138.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling