+10.5%
ON vs NEE
+70.8%
-60.3%
-62.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.8% | -0.3% | +6.1% | +5.8% |
| 7D | +3.3% | -2.8% | +6.1% | +3.9% |
| 30D | -3.1% | +9.5% | -12.7% | -5.0% |
| 3M | -9.2% | +1.0% | -10.3% | -9.5% |
| 6M | -31.4% | -8.0% | -23.4% | -30.1% |
| YTD | +36.0% | +9.4% | +26.5% | +32.8% |
| 1Y | +52.0% | +3.1% | +48.9% | +50.5% |
| All | +10.5% | +70.8% | -60.3% | -6.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling