+11.4%
NEE vs TNA
+37.5%
-26.1%
-21.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TNA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | +4.4% | +0.5% | +4.6% |
| 7D | +9.2% | +2.4% | +6.8% | +9.0% |
| 30D | +16.0% | -0.9% | +16.9% | +15.9% |
| 3M | +2.2% | -19.2% | +21.4% | +3.3% |
| 6M | -6.0% | -0.8% | -5.2% | -6.2% |
| YTD | +12.6% | +33.2% | -20.6% | +9.1% |
| 1Y | +11.4% | +38.5% | -27.1% | +7.3% |
| All | +11.4% | +37.5% | -26.1% | +7.3% |
Cumulative growth
Daily Returns
Daily percentage return beside TNA.
Daily Out/Under-Performance
Portfolio return minus TNA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TNA 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 TNA 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