+504.4%
NOW vs NEE
+290.2%
+214.2%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -0.8% | -1.2% | -1.8% |
| 7D | -1.7% | -3.4% | +1.7% | -0.7% |
| 30D | -27.4% | +9.0% | -36.4% | -29.4% |
| 3M | -19.4% | +0.2% | -19.6% | -19.7% |
| 6M | +13.1% | -8.5% | +21.6% | +15.3% |
| YTD | -34.3% | +8.6% | -42.8% | -38.0% |
| 1Y | -41.8% | +2.2% | -43.9% | -43.8% |
| 3Y | -20.7% | +69.1% | -89.8% | -42.5% |
| 5Y | -27.2% | +13.0% | -40.2% | -35.6% |
| All | +504.4% | +290.2% | +214.2% | +255.6% |
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