+37.7%
NEE vs U
+9.8%
+27.9%
-28.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | U | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -1.0% | +0.2% | -0.7% |
| 7D | +1.9% | -3.8% | +5.8% | +2.0% |
| 30D | -2.2% | +17.5% | -19.6% | -2.4% |
| 3M | -1.2% | +38.7% | -39.9% | -1.8% |
| 6M | -8.6% | +104.4% | -113.0% | -10.1% |
| YTD | +6.2% | -5.7% | +11.9% | +6.8% |
| 1Y | +21.1% | +3.7% | +17.4% | +20.9% |
| All | +37.7% | +9.8% | +27.9% | +30.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling