+18.7%
NEE vs TRU
-13.7%
+32.4%
-15.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +1.0% | -1.1% | -0.1% |
| 7D | -1.3% | -2.7% | +1.4% | -1.4% |
| 30D | -3.3% | -2.0% | -1.3% | -3.3% |
| 3M | -2.3% | +18.4% | -20.7% | -1.6% |
| 6M | -8.9% | +8.9% | -17.7% | -8.3% |
| YTD | +4.8% | -8.9% | +13.7% | +6.3% |
| 1Y | +18.7% | -15.9% | +34.6% | +21.3% |
| All | +18.7% | -13.7% | +32.4% | +21.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling