+790.0%
NOW vs NEE
+248.4%
+541.5%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.0% | +0.5% | -5.5% | -5.1% |
| 7D | -6.1% | +1.1% | -7.2% | -6.4% |
| 30D | +7.5% | -0.2% | +7.7% | +7.5% |
| 3M | +17.5% | +0.5% | +17.0% | +17.1% |
| 6M | +7.9% | -6.5% | +14.5% | +8.5% |
| YTD | -12.4% | +6.7% | -19.1% | -16.6% |
| 1Y | -28.6% | +23.6% | -52.2% | -36.0% |
| 3Y | +11.8% | +37.1% | -25.3% | -10.2% |
| 5Y | +2.6% | +10.9% | -8.3% | -8.5% |
| 10Y | +790.0% | +245.4% | +544.6% | +421.2% |
| All | +790.0% | +248.4% | +541.5% | +421.2% |
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