+11.4%
NEE vs TRV
+54.4%
-43.0%
-21.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TRV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | +3.5% | +1.4% | +4.0% |
| 7D | +9.2% | +3.9% | +5.3% | +8.1% |
| 30D | +16.0% | +13.5% | +2.5% | +12.8% |
| 3M | +2.2% | +8.9% | -6.7% | +0.2% |
| 6M | -6.0% | +36.8% | -42.8% | -13.7% |
| YTD | +12.6% | +42.7% | -30.1% | +3.0% |
| 1Y | +11.4% | +49.9% | -38.5% | +0.6% |
| All | +11.4% | +54.4% | -43.0% | +0.6% |
Cumulative growth
Daily Returns
Daily percentage return beside TRV.
Daily Out/Under-Performance
Portfolio return minus TRV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRV 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 TRV 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