+11.4%
NEE vs TROW
+17.3%
-5.9%
-21.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TROW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | +6.0% | -1.1% | +4.3% |
| 7D | +9.2% | +8.2% | +0.9% | +8.4% |
| 30D | +16.0% | +8.3% | +7.6% | +15.1% |
| 3M | +2.2% | -1.6% | +3.8% | +1.8% |
| 6M | -6.0% | +11.9% | -17.9% | -6.2% |
| YTD | +12.6% | +14.3% | -1.8% | +12.2% |
| 1Y | +11.4% | +17.0% | -5.6% | +11.4% |
| All | +11.4% | +17.3% | -5.9% | +11.4% |
Cumulative growth
Daily Returns
Daily percentage return beside TROW.
Daily Out/Under-Performance
Portfolio return minus TROW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TROW 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 TROW 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