+1,569.6%
QQQ vs NEE
+3,000.7%
-1,431.1%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.5% | -0.6% | -0.2% |
| 7D | +1.5% | +1.1% | +0.4% | +1.1% |
| 30D | -0.6% | -0.2% | -0.4% | -0.6% |
| 3M | +0.4% | +0.5% | -0.1% | +0.1% |
| 6M | +20.1% | -6.5% | +26.6% | +22.1% |
| YTD | +17.2% | +6.7% | +10.5% | +13.6% |
| 1Y | +24.7% | +23.6% | +1.1% | +14.6% |
| 3Y | +96.2% | +37.1% | +59.0% | +66.8% |
| 5Y | +94.4% | +10.9% | +83.5% | +77.1% |
| 10Y | +556.7% | +245.4% | +311.3% | +285.8% |
| All | +1,569.6% | +3,000.7% | -1,431.1% | +469.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling