+54.9%
SCHD vs NEE
+34.3%
+20.6%
-16.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.2% | +0.5% | +0.4% |
| 7D | -2.0% | -1.3% | -0.6% | -1.7% |
| 30D | -0.4% | -3.3% | +2.9% | +0.2% |
| 3M | +5.7% | -2.3% | +8.0% | +6.1% |
| 6M | +11.9% | -8.9% | +20.7% | +13.6% |
| YTD | +26.4% | +4.8% | +21.7% | +25.0% |
| 1Y | +27.6% | +18.7% | +8.9% | +23.1% |
| 3Y | +54.9% | +33.2% | +21.7% | +41.0% |
| All | +54.9% | +34.3% | +20.6% | +41.0% |
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