+21.3%
NEE vs TAP
-19.6%
+41.0%
-15.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TAP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.9% | -0.5% | -1.3% |
| 7D | -0.5% | -5.1% | +4.5% | -0.1% |
| 30D | -1.7% | -8.4% | +6.8% | -0.9% |
| 3M | -1.8% | -3.9% | +2.1% | -1.7% |
| 6M | -8.8% | -14.4% | +5.5% | -7.7% |
| YTD | +5.2% | -14.7% | +19.9% | +6.3% |
| 1Y | +21.3% | -18.7% | +40.0% | +24.5% |
| All | +21.3% | -19.6% | +41.0% | +24.5% |
Cumulative growth
Daily Returns
Daily percentage return beside TAP.
Daily Out/Under-Performance
Portfolio return minus TAP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TAP 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 1y: compounded portfolio wealth divided by compounded TAP 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…
1y analysis · Full analysis span regression · 6 months rolling