-38.7%
NOW vs NEE
+11.3%
-50.0%
-53.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +4.9% | -5.2% | +4.1% |
| 7D | -27.5% | +9.2% | -36.7% | -21.0% |
| 30D | -20.0% | +16.0% | -36.0% | -8.0% |
| 3M | -7.9% | +2.2% | -10.1% | -6.6% |
| 6M | +18.3% | -6.0% | +24.3% | +12.3% |
| YTD | -29.0% | +12.6% | -41.6% | -24.2% |
| 1Y | -38.7% | +11.4% | -50.1% | -35.0% |
| All | -38.7% | +11.3% | -50.0% | -35.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling