+5,475.4%
NEE vs SUI
+4,109.4%
+1,366.0%
-47.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -1.5% | 0.0% | -1.0% |
| 7D | +3.9% | +6.2% | -2.3% | +2.0% |
| 30D | +12.8% | +8.6% | +4.3% | +10.0% |
| 3M | +3.6% | +1.0% | +2.6% | +3.1% |
| 6M | -7.5% | -2.6% | -4.9% | -7.0% |
| YTD | +10.7% | -0.1% | +10.8% | +10.3% |
| 1Y | +9.1% | +0.5% | +8.6% | +8.5% |
| 3Y | +61.0% | +15.3% | +45.7% | +52.5% |
| 5Y | +16.3% | -26.1% | +42.4% | +24.0% |
| 10Y | +264.6% | +117.8% | +146.8% | +190.7% |
| All | +5,475.4% | +4,109.4% | +1,366.0% | +2,559.6% |
Cumulative growth
Daily Returns
Daily percentage return beside SUI.
Daily Out/Under-Performance
Portfolio return minus SUI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SUI 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 SUI 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