+18.7%
NEE vs TE
+149.2%
-130.5%
-15.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.7% | -0.8% | -0.2% |
| 7D | -1.3% | +0.2% | -1.6% | -1.3% |
| 30D | -3.3% | -5.9% | +2.6% | -3.3% |
| 3M | -2.3% | -45.6% | +43.3% | -2.3% |
| 6M | -8.9% | -43.4% | +34.5% | -8.3% |
| YTD | +4.8% | -31.0% | +35.8% | +4.3% |
| 1Y | +18.7% | +145.2% | -126.5% | +9.9% |
| All | +18.7% | +149.2% | -130.5% | +9.9% |
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