+11.0%
NEE vs TRGP
+627.0%
-616.0%
-45.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TRGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.2% | -0.4% | -0.3% |
| 7D | -1.9% | -0.6% | -1.4% | -1.8% |
| 30D | -3.1% | +10.0% | -13.1% | -4.9% |
| 3M | -2.4% | +7.6% | -10.0% | -3.9% |
| 6M | -8.6% | +26.8% | -35.4% | -12.8% |
| YTD | +4.9% | +60.6% | -55.6% | -4.2% |
| 1Y | +19.4% | +82.5% | -63.1% | +6.1% |
| 3Y | +34.9% | +265.0% | -230.2% | +0.7% |
| 5Y | +11.0% | +645.9% | -634.9% | -22.0% |
| All | +11.0% | +627.0% | -616.0% | -22.0% |
Cumulative growth
Daily Returns
Daily percentage return beside TRGP.
Daily Out/Under-Performance
Portfolio return minus TRGP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRGP 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 TRGP 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