+444.8%
NVDA vs NEE
+12.0%
+432.7%
-66.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -0.2% | -1.8% | -2.0% |
| 7D | -12.7% | -2.1% | -10.6% | -12.4% |
| 30D | -26.4% | +8.6% | -35.0% | -27.7% |
| 3M | -27.6% | -0.3% | -27.3% | -27.7% |
| 6M | -27.7% | -8.9% | -18.8% | -26.4% |
| YTD | -12.5% | +8.3% | -20.8% | -14.7% |
| 1Y | -12.6% | +4.3% | -16.9% | -14.2% |
| 3Y | +235.9% | +70.7% | +165.2% | +164.4% |
| All | +444.8% | +12.0% | +432.7% | +413.7% |
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