+514.0%
NOW vs NEE
+289.4%
+224.6%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -0.2% | +1.8% | +1.6% |
| 7D | +0.3% | -2.1% | +2.4% | +0.9% |
| 30D | -27.0% | +8.6% | -35.6% | -28.9% |
| 3M | -19.6% | -0.3% | -19.4% | -19.8% |
| 6M | +17.5% | -8.9% | +26.4% | +19.9% |
| YTD | -33.3% | +8.3% | -41.6% | -37.0% |
| 1Y | -39.8% | +4.3% | -44.1% | -42.4% |
| 3Y | -19.9% | +70.7% | -90.7% | -42.3% |
| 5Y | -26.1% | +12.8% | -38.9% | -34.5% |
| All | +514.0% | +289.4% | +224.6% | +261.4% |
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