+1,988.6%
NOW vs NEE
+645.7%
+1,342.9%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.1% | +0.9% | +0.8% |
| 7D | -3.1% | +2.2% | -5.2% | -3.7% |
| 30D | -27.0% | +12.3% | -39.3% | -29.7% |
| 3M | -17.7% | +3.4% | -21.1% | -18.8% |
| 6M | +12.7% | -5.3% | +18.0% | +13.6% |
| YTD | -32.9% | +10.6% | -43.5% | -36.9% |
| 1Y | -40.4% | +6.5% | -46.9% | -43.2% |
| 3Y | -17.1% | +73.5% | -90.6% | -39.1% |
| 5Y | -25.7% | +17.0% | -42.6% | -34.9% |
| 10Y | +504.6% | +281.9% | +222.7% | +245.6% |
| All | +1,988.6% | +645.7% | +1,342.9% | +750.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling