+1,872.1%
T vs NEE
+7,238.0%
-5,365.8%
-63.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -0.7% | -1.2% | -1.6% |
| 7D | -1.3% | +1.9% | -3.2% | -2.0% |
| 30D | +11.4% | -2.2% | +13.5% | +12.3% |
| 3M | +14.3% | -1.2% | +15.5% | +14.8% |
| 6M | -9.3% | -8.6% | -0.7% | -6.3% |
| YTD | +7.1% | +6.2% | +0.9% | +4.1% |
| 1Y | -9.1% | +21.1% | -30.2% | -16.5% |
| 3Y | +105.3% | +36.4% | +68.9% | +73.5% |
| 5Y | +66.8% | +11.4% | +55.4% | +49.0% |
| 10Y | +66.8% | +250.0% | -183.2% | -14.5% |
| All | +1,872.1% | +7,238.0% | -5,365.8% | +133.2% |
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