+11.5%
NEE vs TE
-82.5%
+94.0%
-45.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -3.0% | +2.8% | -0.1% |
| 7D | -2.1% | -19.1% | +17.0% | -1.4% |
| 30D | +8.6% | -34.1% | +42.8% | +9.9% |
| 3M | -0.3% | -60.1% | +59.8% | +2.6% |
| 6M | -8.9% | -66.0% | +57.0% | -7.0% |
| YTD | +8.3% | -71.4% | +79.7% | +10.2% |
| 1Y | +4.3% | -45.3% | +49.5% | +1.9% |
| 3Y | +70.7% | +9.1% | +61.6% | +50.1% |
| All | +11.5% | -82.5% | +94.0% | +10.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling