+3.5%
SNOW vs NEE
+9.7%
-6.2%
-73.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.3% | -0.3% | -0.5% |
| 7D | -7.5% | -1.9% | -5.6% | -7.2% |
| 30D | -1.3% | -3.1% | +1.8% | -0.8% |
| 3M | +37.4% | -2.4% | +39.9% | +37.9% |
| 6M | +88.1% | -8.6% | +96.7% | +89.9% |
| YTD | +50.3% | +4.9% | +45.4% | +45.8% |
| 1Y | +46.0% | +19.4% | +26.6% | +37.0% |
| 3Y | +98.7% | +34.9% | +63.8% | +70.0% |
| 5Y | +3.5% | +11.0% | -7.5% | -3.4% |
| All | +3.5% | +9.7% | -6.2% | -3.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling