+33.5%
NEE vs TRV
+141.6%
-108.1%
-28.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TRV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.5% | -0.8% | -0.4% |
| 7D | -1.9% | -1.5% | -0.5% | -1.6% |
| 30D | -3.1% | -1.8% | -1.3% | -2.7% |
| 3M | -2.4% | +21.6% | -24.0% | -7.3% |
| 6M | -8.6% | +22.5% | -31.1% | -13.4% |
| YTD | +4.9% | +28.1% | -23.2% | -1.7% |
| 1Y | +19.4% | +37.0% | -17.6% | +9.8% |
| All | +33.5% | +141.6% | -108.1% | +7.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling