+21.3%
NEE vs U
-6.3%
+27.6%
-15.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | U | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.5% | -0.9% | -1.4% |
| 7D | -0.5% | +4.4% | -4.9% | -0.4% |
| 30D | -1.7% | -1.3% | -0.4% | -1.7% |
| 3M | -1.8% | +49.6% | -51.4% | -0.4% |
| 6M | -8.8% | +100.2% | -109.0% | -7.0% |
| YTD | +5.2% | -3.7% | +8.9% | +7.4% |
| 1Y | +21.3% | -6.5% | +27.8% | +21.7% |
| All | +21.3% | -6.3% | +27.6% | +21.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling