+43.4%
SMH vs NEE
+11.3%
+32.1%
-24.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | +4.9% | -7.6% | -2.2% |
| 7D | -11.2% | +9.2% | -20.3% | -10.4% |
| 30D | -20.4% | +16.0% | -36.4% | -19.8% |
| 3M | -12.4% | +2.2% | -14.6% | -11.1% |
| 6M | -0.5% | -6.0% | +5.5% | +2.6% |
| YTD | +40.0% | +12.6% | +27.4% | +39.2% |
| 1Y | +43.4% | +11.4% | +32.0% | +42.1% |
| All | +43.4% | +11.3% | +32.1% | +42.1% |
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