+1,604.0%
T vs NEE
+7,487.7%
-5,883.8%
-63.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.7% | +1.3% | +0.9% |
| 7D | +2.6% | +2.3% | +0.3% | +1.6% |
| 30D | -1.1% | +11.5% | -12.6% | -5.3% |
| 3M | -7.7% | +2.6% | -10.4% | -8.8% |
| 6M | -10.6% | -6.0% | -4.7% | -8.7% |
| YTD | -7.5% | +9.8% | -17.3% | -11.3% |
| 1Y | -7.4% | +4.7% | -12.1% | -9.7% |
| 3Y | +63.1% | +71.0% | -8.0% | +26.3% |
| 5Y | +55.2% | +15.8% | +39.4% | +36.5% |
| 10Y | +58.8% | +287.3% | -228.5% | -22.0% |
| All | +1,604.0% | +7,487.7% | -5,883.8% | +98.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling