+102.9%
T vs NEE
+34.9%
+68.0%
-28.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -1.4% | -0.4% | -1.4% |
| 7D | -3.1% | -0.5% | -2.5% | -3.0% |
| 30D | +4.6% | -1.7% | +6.3% | +5.0% |
| 3M | +12.2% | -1.8% | +14.1% | +12.7% |
| 6M | -6.5% | -8.8% | +2.4% | -4.7% |
| YTD | +4.9% | +5.2% | -0.3% | +3.8% |
| 1Y | -10.5% | +21.3% | -31.8% | -14.2% |
| All | +102.9% | +34.9% | +68.0% | +89.3% |
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