+7,679.5%
NEE vs USB
+8,296.0%
-616.5%
-47.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | USB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | +1.9% | +3.0% | +4.6% |
| 7D | +9.2% | +2.4% | +6.8% | +8.7% |
| 30D | +16.0% | +6.6% | +9.4% | +14.7% |
| 3M | +2.2% | -4.1% | +6.3% | +2.9% |
| 6M | -6.0% | +12.5% | -18.5% | -8.0% |
| YTD | +12.6% | +17.6% | -5.1% | +9.2% |
| 1Y | +11.4% | +36.5% | -25.1% | +5.2% |
| 3Y | +62.8% | +95.4% | -32.6% | +43.2% |
| 5Y | +19.4% | +26.1% | -6.8% | +11.1% |
| 10Y | +270.9% | +101.3% | +169.6% | +208.9% |
| All | +7,679.5% | +8,296.0% | -616.5% | +4,369.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling