+25.6%
QQQ vs NEE
+19.1%
+6.5%
-12.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.7% | +0.9% | +0.2% |
| 7D | +0.4% | +1.9% | -1.6% | +0.3% |
| 30D | +0.2% | -2.2% | +2.4% | +0.3% |
| 3M | -2.8% | -1.2% | -1.6% | -2.8% |
| 6M | +18.0% | -8.6% | +26.6% | +18.5% |
| YTD | +17.3% | +6.2% | +11.1% | +15.4% |
| 1Y | +25.6% | +21.1% | +4.5% | +24.4% |
| All | +25.6% | +19.1% | +6.5% | +24.4% |
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