+55.3%
ON vs NEE
+19.3%
+36.0%
-47.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.5% | -0.2% | +8.7% | +8.5% |
| 7D | +2.4% | -1.3% | +3.7% | +2.6% |
| 30D | -8.6% | -3.3% | -5.3% | -8.0% |
| 3M | -34.3% | -2.3% | -32.1% | -34.4% |
| 6M | +28.5% | -8.9% | +37.4% | +30.8% |
| YTD | +40.6% | +4.8% | +35.8% | +39.2% |
| 1Y | +55.3% | +18.7% | +36.6% | +58.1% |
| All | +55.3% | +19.3% | +36.0% | +58.1% |
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