+4.3%
NEE vs URA
-29.3%
+33.6%
-21.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | URA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -1.6% | +1.4% | -0.1% |
| 7D | -2.1% | -1.5% | -0.6% | -2.1% |
| 30D | +8.6% | -10.4% | +19.0% | +9.0% |
| 3M | -0.3% | -29.6% | +29.3% | +1.4% |
| 6M | -8.9% | -40.3% | +31.4% | -6.5% |
| YTD | +8.3% | -25.5% | +33.8% | +10.6% |
| 1Y | +4.3% | -26.4% | +30.7% | +6.4% |
| All | +4.3% | -29.3% | +33.6% | +6.4% |
Cumulative growth
Daily Returns
Daily percentage return beside URA.
Daily Out/Under-Performance
Portfolio return minus URA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × URA 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 URA 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