+7,273.1%
NEE vs TRV
+6,550.0%
+723.1%
-47.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TRV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -1.0% | +1.5% | +0.8% |
| 7D | +1.1% | +0.5% | +0.6% | +0.9% |
| 30D | -0.2% | -4.9% | +4.6% | +1.1% |
| 3M | +0.5% | +23.7% | -23.2% | -5.6% |
| 6M | -6.5% | +20.3% | -26.8% | -11.6% |
| YTD | +6.7% | +27.1% | -20.4% | -0.7% |
| 1Y | +23.6% | +35.3% | -11.7% | +12.8% |
| 3Y | +37.1% | +139.8% | -102.7% | +5.2% |
| 5Y | +10.9% | +153.9% | -142.9% | -17.1% |
| 10Y | +245.4% | +285.9% | -40.5% | +123.7% |
| All | +7,273.1% | +6,550.0% | +723.1% | +2,286.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling