+33.8%
NEE vs TE
-22.1%
+55.9%
-28.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -3.0% | +1.6% | -1.4% |
| 7D | -0.5% | +15.0% | -15.5% | -0.8% |
| 30D | -1.7% | -7.5% | +5.8% | -1.6% |
| 3M | -1.8% | -42.0% | +40.1% | -1.2% |
| 6M | -8.8% | -31.4% | +22.6% | -8.9% |
| YTD | +5.2% | -26.5% | +31.7% | +4.5% |
| 1Y | +21.3% | +153.1% | -131.7% | +14.9% |
| All | +33.8% | -22.1% | +55.9% | +32.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling