+11.4%
NEE vs USB
+36.4%
-25.1%
-21.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | USB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | +1.9% | +3.0% | +4.6% |
| 7D | +9.2% | +2.4% | +6.8% | +8.8% |
| 30D | +16.0% | +6.6% | +9.4% | +15.0% |
| 3M | +2.2% | -4.1% | +6.3% | +2.2% |
| 6M | -6.0% | +12.5% | -18.5% | -6.9% |
| YTD | +12.6% | +17.6% | -5.1% | +10.0% |
| 1Y | +11.4% | +36.5% | -25.1% | +10.4% |
| All | +11.4% | +36.4% | -25.1% | +10.4% |
Cumulative growth
Daily Returns
Daily percentage return beside USB.
Daily Out/Under-Performance
Portfolio return minus USB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × USB 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 USB 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