+7,273.1%
NEE vs SYY
+4,446.6%
+2,826.6%
-47.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SYY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.3% | +0.7% | +0.5% |
| 7D | +1.1% | -2.8% | +3.8% | +1.8% |
| 30D | -0.2% | -5.3% | +5.1% | +1.2% |
| 3M | +0.5% | +5.1% | -4.5% | -0.9% |
| 6M | -6.5% | -5.0% | -1.5% | -5.9% |
| YTD | +6.7% | +10.7% | -4.0% | +3.0% |
| 1Y | +23.6% | +0.7% | +22.9% | +22.2% |
| 3Y | +37.1% | +24.0% | +13.1% | +27.8% |
| 5Y | +10.9% | +19.3% | -8.3% | +3.3% |
| 10Y | +245.4% | +96.4% | +148.9% | +164.3% |
| All | +7,273.1% | +4,446.6% | +2,826.6% | +3,000.6% |
Cumulative growth
Daily Returns
Daily percentage return beside SYY.
Daily Out/Under-Performance
Portfolio return minus SYY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SYY 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 SYY 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