+17.9%
ONDS vs NEE
+30.9%
-13.0%
-97.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.3% | -0.3% | -0.5% |
| 7D | -5.0% | -1.9% | -3.1% | -4.3% |
| 30D | -25.6% | -3.1% | -22.4% | -24.8% |
| 3M | -22.1% | -2.4% | -19.7% | -21.6% |
| 6M | -27.6% | -8.6% | -19.0% | -25.4% |
| YTD | -25.7% | +4.9% | -30.6% | -27.4% |
| 1Y | +30.4% | +19.4% | +11.0% | +21.5% |
| 3Y | +695.0% | +34.9% | +660.1% | +584.9% |
| 5Y | -2.2% | +11.0% | -13.2% | -9.3% |
| All | +17.9% | +30.9% | -13.0% | -1.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling