+41.5%
NU vs NEE
+3.6%
+38.0%
-72.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -0.2% | -2.5% | -2.6% |
| 7D | -4.9% | -1.3% | -3.5% | -4.5% |
| 30D | +7.8% | -3.3% | +11.1% | +9.0% |
| 3M | +20.9% | -2.3% | +23.2% | +21.7% |
| 6M | +0.9% | -8.9% | +9.8% | +3.6% |
| YTD | -12.7% | +4.8% | -17.4% | -14.5% |
| 1Y | -6.4% | +18.7% | -25.1% | -12.4% |
| 3Y | +98.1% | +33.2% | +64.9% | +70.6% |
| All | +41.5% | +3.6% | +38.0% | +21.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling