+3,840.4%
NEE vs TD
+7,715.7%
-3,875.2%
-47.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -1.1% | -0.3% | -1.1% |
| 7D | -0.5% | -1.9% | +1.4% | 0.0% |
| 30D | -1.7% | -1.6% | -0.1% | -1.3% |
| 3M | -1.8% | +4.6% | -6.5% | -3.1% |
| 6M | -8.8% | +26.8% | -35.7% | -14.5% |
| YTD | +5.2% | +28.3% | -23.1% | -1.7% |
| 1Y | +21.3% | +60.4% | -39.1% | +6.9% |
| 3Y | +35.2% | +125.7% | -90.5% | +8.2% |
| 5Y | +10.1% | +122.4% | -112.2% | -12.2% |
| 10Y | +253.2% | +297.1% | -43.9% | +139.1% |
| All | +3,840.4% | +7,715.7% | -3,875.2% | +1,505.1% |
Cumulative growth
Daily Returns
Daily percentage return beside TD.
Daily Out/Under-Performance
Portfolio return minus TD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TD 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 TD 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