+11.4%
NEE vs TE
-16.5%
+27.9%
-21.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | -3.5% | +8.4% | +4.8% |
| 7D | +9.2% | +3.8% | +5.4% | +9.2% |
| 30D | +16.0% | -26.2% | +42.2% | +15.6% |
| 3M | +2.2% | -49.7% | +51.9% | +1.4% |
| 6M | -6.0% | -46.5% | +40.5% | -6.4% |
| YTD | +12.6% | -59.1% | +71.7% | +12.4% |
| 1Y | +11.4% | -25.8% | +37.2% | +9.4% |
| All | +11.4% | -16.5% | +27.9% | +9.4% |
Cumulative growth
Daily Returns
Daily percentage return beside TE.
Daily Out/Under-Performance
Portfolio return minus TE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TE 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 TE 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