+1,622.6%
T vs NEE
+7,386.6%
-5,764.0%
-63.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.2% | +0.2% | +0.1% |
| 7D | +2.5% | -2.1% | +4.6% | +3.4% |
| 30D | -3.8% | +8.6% | -12.4% | -6.9% |
| 3M | -8.7% | -0.3% | -8.5% | -8.7% |
| 6M | -8.1% | -8.9% | +0.8% | -4.9% |
| YTD | -6.4% | +8.3% | -14.8% | -9.9% |
| 1Y | -9.8% | +4.3% | -14.0% | -11.8% |
| 3Y | +65.5% | +70.7% | -5.3% | +28.2% |
| 5Y | +57.0% | +12.8% | +44.1% | +39.6% |
| 10Y | +60.8% | +287.2% | -226.4% | -21.1% |
| All | +1,622.6% | +7,386.6% | -5,764.0% | +101.9% |
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