+11.4%
NEE vs XYZ
+19.9%
-8.5%
-21.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XYZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | +15.3% | -10.4% | +4.5% |
| 7D | +9.2% | +16.5% | -7.3% | +8.8% |
| 30D | +16.0% | +15.0% | +1.0% | +15.6% |
| 3M | +2.2% | +3.5% | -1.3% | +1.7% |
| 6M | -6.0% | +21.9% | -27.9% | -6.0% |
| YTD | +12.6% | +34.6% | -22.0% | +12.5% |
| 1Y | +11.4% | +20.7% | -9.3% | +11.6% |
| All | +11.4% | +19.9% | -8.5% | +11.6% |
Cumulative growth
Daily Returns
Daily percentage return beside XYZ.
Daily Out/Under-Performance
Portfolio return minus XYZ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XYZ 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 XYZ 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