+18.7%
NEE vs TGT
+78.4%
-59.7%
-15.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TGT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.1% | -0.2% | -0.2% |
| 7D | -1.3% | -5.2% | +3.9% | -0.9% |
| 30D | -3.3% | +1.2% | -4.5% | -3.5% |
| 3M | -2.3% | +18.4% | -20.6% | -3.8% |
| 6M | -8.9% | +33.4% | -42.3% | -11.3% |
| YTD | +4.8% | +63.8% | -59.0% | +0.4% |
| 1Y | +18.7% | +77.2% | -58.4% | +13.8% |
| All | +18.7% | +78.4% | -59.7% | +13.8% |
Cumulative growth
Daily Returns
Daily percentage return beside TGT.
Daily Out/Under-Performance
Portfolio return minus TGT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TGT 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 TGT 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