+18.7%
NEE vs ZTS
-50.3%
+69.1%
-15.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ZTS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.2% | -0.3% | -0.2% |
| 7D | -1.3% | -3.7% | +2.4% | -1.2% |
| 30D | -3.3% | -0.8% | -2.5% | -3.3% |
| 3M | -2.3% | -9.7% | +7.5% | -1.8% |
| 6M | -8.9% | -38.4% | +29.5% | -5.2% |
| YTD | +4.8% | -41.1% | +45.9% | +9.3% |
| 1Y | +18.7% | -50.6% | +69.3% | +23.9% |
| All | +18.7% | -50.3% | +69.1% | +23.9% |
Cumulative growth
Daily Returns
Daily percentage return beside ZTS.
Daily Out/Under-Performance
Portfolio return minus ZTS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ZTS 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 ZTS 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