-24.0%
NKE vs NEE
+251.4%
-275.4%
-77.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.2% | +0.6% | +0.6% |
| 7D | -4.2% | -1.3% | -2.8% | -3.7% |
| 30D | -8.2% | -3.3% | -4.9% | -7.1% |
| 3M | -19.1% | -2.3% | -16.8% | -18.5% |
| 6M | -32.6% | -8.9% | -23.8% | -30.8% |
| YTD | -40.7% | +4.8% | -45.5% | -42.5% |
| 1Y | -48.9% | +18.7% | -67.6% | -52.9% |
| 3Y | -59.2% | +33.2% | -92.5% | -65.5% |
| 5Y | -75.3% | +10.9% | -86.2% | -77.6% |
| All | -24.0% | +251.4% | -275.4% | -51.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling