+45.4%
NEE vs U
-32.9%
+78.3%
-45.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | U | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -2.1% | +1.4% | -0.6% |
| 7D | +2.3% | +24.4% | -22.1% | +1.2% |
| 30D | +11.5% | +7.4% | +4.1% | +11.0% |
| 3M | +2.6% | +16.8% | -14.2% | +1.6% |
| 6M | -6.0% | +78.8% | -84.7% | -9.1% |
| YTD | +9.8% | +14.0% | -4.2% | +8.1% |
| 1Y | +4.7% | +16.7% | -12.0% | +2.8% |
| 3Y | +71.0% | +86.4% | -15.3% | +58.4% |
| 5Y | +15.8% | -71.5% | +87.3% | +13.4% |
| All | +45.4% | -32.9% | +78.3% | +32.2% |
Cumulative growth
Daily Returns
Daily percentage return beside U.
Daily Out/Under-Performance
Portfolio return minus U return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × U 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 U 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