+282.9%
SMH vs NEE
+34.3%
+248.6%
-35.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -0.2% | +1.6% | +1.5% |
| 7D | +0.3% | -1.3% | +1.6% | +0.3% |
| 30D | -2.8% | -3.3% | +0.5% | -2.6% |
| 3M | -6.7% | -2.3% | -4.5% | -6.6% |
| 6M | +41.8% | -8.9% | +50.6% | +42.5% |
| YTD | +57.9% | +4.8% | +53.1% | +57.3% |
| 1Y | +87.6% | +18.7% | +68.9% | +86.1% |
| 3Y | +282.9% | +33.2% | +249.7% | +266.6% |
| All | +282.9% | +34.3% | +248.6% | +266.6% |
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