+48.4%
NU vs NEE
+5.5%
+42.9%
-72.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.5% | -0.7% | -0.4% |
| 7D | +6.0% | +1.1% | +4.9% | +5.7% |
| 30D | +10.8% | -0.2% | +11.0% | +10.9% |
| 3M | +32.2% | +0.5% | +31.6% | +31.8% |
| 6M | +5.1% | -6.5% | +11.7% | +7.1% |
| YTD | -8.4% | +6.7% | -15.1% | -10.9% |
| 1Y | +0.7% | +23.6% | -22.9% | -7.0% |
| 3Y | +125.1% | +37.1% | +88.0% | +91.6% |
| All | +48.4% | +5.5% | +42.9% | +26.5% |
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