+244.8%
NEE vs TRU
+147.2%
+97.7%
-45.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +1.0% | -1.1% | -0.4% |
| 7D | -1.3% | -2.7% | +1.4% | -0.8% |
| 30D | -3.3% | -2.0% | -1.3% | -3.0% |
| 3M | -2.3% | +18.4% | -20.7% | -6.0% |
| 6M | -8.9% | +8.9% | -17.7% | -11.3% |
| YTD | +4.8% | -8.9% | +13.7% | +5.2% |
| 1Y | +18.7% | -15.9% | +34.6% | +21.0% |
| 3Y | +33.2% | -1.1% | +34.3% | +24.5% |
| 5Y | +10.9% | -35.2% | +46.0% | +15.5% |
| All | +244.8% | +147.2% | +97.7% | +163.8% |
Cumulative growth
Daily Returns
Daily percentage return beside TRU.
Daily Out/Under-Performance
Portfolio return minus TRU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRU 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 10y: compounded portfolio wealth divided by compounded TRU 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…
10y analysis · Full analysis span regression · 6 months rolling