+11.3%
NEE vs ZBRA
-40.4%
+51.7%
-45.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +1.8% | -2.0% | -0.4% |
| 7D | -1.3% | -3.4% | +2.1% | -0.9% |
| 30D | -3.3% | -7.4% | +4.1% | -2.4% |
| 3M | -2.3% | +57.5% | -59.8% | -8.5% |
| 6M | -8.9% | +64.0% | -72.8% | -15.6% |
| YTD | +4.8% | +44.3% | -39.5% | -1.5% |
| 1Y | +18.7% | +10.9% | +7.9% | +16.0% |
| 3Y | +33.2% | +37.5% | -4.3% | +20.1% |
| All | +11.3% | -40.4% | +51.7% | +17.4% |
Cumulative growth
Daily Returns
Daily percentage return beside ZBRA.
Daily Out/Under-Performance
Portfolio return minus ZBRA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ZBRA 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 5y: compounded portfolio wealth divided by compounded ZBRA 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…
5y analysis · Full analysis span regression · 6 months rolling