+7,169.4%
NEE vs SU
+61,771.6%
-54,602.2%
-47.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +1.7% | -3.1% | -1.4% |
| 7D | -0.5% | +1.6% | -2.1% | -0.5% |
| 30D | -1.7% | +10.7% | -12.4% | -1.7% |
| 3M | -1.8% | +13.5% | -15.3% | -1.8% |
| 6M | -8.8% | +21.8% | -30.7% | -8.8% |
| YTD | +5.2% | +58.8% | -53.6% | +5.2% |
| 1Y | +21.3% | +72.0% | -50.7% | +21.3% |
| 3Y | +35.2% | +121.7% | -86.5% | +35.1% |
| 5Y | +10.1% | +350.4% | -340.3% | +10.1% |
| 10Y | +253.2% | +264.7% | -11.4% | +253.0% |
| All | +7,169.4% | +61,771.6% | -54,602.2% | +7,261.2% |
Cumulative growth
Daily Returns
Daily percentage return beside SU.
Daily Out/Under-Performance
Portfolio return minus SU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SU 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 SU 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