+2,304.4%
NEE vs TRI
+518.6%
+1,785.8%
-47.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -6.5% | +7.0% | +2.5% |
| 7D | +1.1% | -7.1% | +8.2% | +3.2% |
| 30D | -0.2% | -2.3% | +2.1% | +0.1% |
| 3M | +0.5% | +19.6% | -19.0% | -6.7% |
| 6M | -6.5% | -8.7% | +2.2% | -6.5% |
| YTD | +6.7% | -22.3% | +29.0% | +11.4% |
| 1Y | +23.6% | -40.7% | +64.3% | +42.2% |
| 3Y | +37.1% | -17.8% | +54.9% | +37.0% |
| 5Y | +10.9% | -8.5% | +19.4% | +5.8% |
| 10Y | +245.4% | +192.6% | +52.8% | +116.1% |
| All | +2,304.4% | +518.6% | +1,785.8% | +844.1% |
Cumulative growth
Daily Returns
Daily percentage return beside TRI.
Daily Out/Under-Performance
Portfolio return minus TRI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRI 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 all: compounded portfolio wealth divided by compounded TRI 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…
all analysis · Full analysis span regression · 6 months rolling