+7.9%
QCOM vs NEE
+19.1%
-11.3%
-41.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.7% | +0.9% | +0.2% |
| 7D | +3.3% | +1.9% | +1.4% | +3.1% |
| 30D | +7.7% | -2.2% | +9.9% | +8.0% |
| 3M | -30.1% | -1.2% | -28.9% | -30.1% |
| 6M | +22.8% | -8.6% | +31.4% | +24.5% |
| YTD | +0.2% | +6.2% | -6.0% | -2.3% |
| 1Y | +7.9% | +21.1% | -13.3% | +8.2% |
| All | +7.9% | +19.1% | -11.3% | +8.2% |
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 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