+102.8%
NOK vs NEE
+9.7%
+93.1%
-50.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.3% | -1.0% | -1.3% |
| 7D | +8.7% | -1.9% | +10.6% | +9.1% |
| 30D | +12.5% | -3.1% | +15.6% | +13.2% |
| 3M | -20.7% | -2.4% | -18.3% | -20.5% |
| 6M | +36.2% | -8.6% | +44.8% | +38.4% |
| YTD | +64.1% | +4.9% | +59.2% | +61.5% |
| 1Y | +132.4% | +19.4% | +113.0% | +120.8% |
| 3Y | +182.9% | +34.9% | +148.0% | +152.0% |
| 5Y | +102.8% | +11.0% | +91.8% | +89.0% |
| All | +102.8% | +9.7% | +93.1% | +89.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling