+70.7%
NFLX vs NEE
+34.9%
+35.9%
-49.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -1.4% | +0.4% | -0.9% |
| 7D | -8.1% | -0.5% | -7.6% | -8.1% |
| 30D | -0.3% | -1.7% | +1.3% | -0.3% |
| 3M | -6.6% | -1.8% | -4.8% | -6.5% |
| 6M | -22.7% | -8.8% | -13.8% | -22.6% |
| YTD | -18.9% | +5.2% | -24.1% | -18.9% |
| 1Y | -39.8% | +21.3% | -61.2% | -39.9% |
| All | +70.7% | +34.9% | +35.9% | +68.0% |
Cumulative growth
Daily Returns
Daily percentage return beside NEE.
Daily Out/Under-Performance
Portfolio return minus NEE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NEE 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 3y: compounded portfolio wealth divided by compounded NEE 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…
3y analysis · Full analysis span regression · 6 months rolling