-28.6%
NOW vs NEE
+21.8%
-50.3%
-56.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.0% | +0.5% | -5.5% | -4.6% |
| 7D | -6.1% | +1.1% | -7.2% | -5.3% |
| 30D | +7.5% | -0.2% | +7.7% | +7.4% |
| 3M | +17.5% | +0.5% | +17.0% | +18.4% |
| 6M | +7.9% | -6.5% | +14.5% | +5.2% |
| YTD | -12.4% | +6.7% | -19.1% | -14.2% |
| 1Y | -28.6% | +23.6% | -52.2% | -31.8% |
| All | -28.6% | +21.8% | -50.3% | -31.8% |
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