+47.0%
SHOP vs NEE
-8.6%
+55.6%
-20.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | NEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -0.8% | -0.8% | -2.0% |
| 7D | +2.1% | -3.4% | +5.5% | +0.7% |
| 30D | -16.8% | +9.0% | -25.9% | -12.3% |
| 3M | -2.4% | +0.2% | -2.6% | -3.8% |
| 6M | +47.0% | -8.5% | +55.5% | +34.7% |
| All | +47.0% | -8.6% | +55.6% | +34.7% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling