+1,895.7%
TER vs NEE
+243.3%
+1,652.4%
-59.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | -1.4% | +4.5% | +3.7% |
| 7D | +12.4% | -0.5% | +12.9% | +12.6% |
| 30D | +5.1% | -1.7% | +6.8% | +5.8% |
| 3M | +4.0% | -1.8% | +5.8% | +4.4% |
| 6M | +29.5% | -8.8% | +38.4% | +34.6% |
| YTD | +98.5% | +5.2% | +93.3% | +94.6% |
| 1Y | +234.1% | +21.3% | +212.7% | +208.5% |
| 3Y | +289.0% | +35.2% | +253.8% | +228.9% |
| 5Y | +228.2% | +10.1% | +218.0% | +202.5% |
| 10Y | +1,895.7% | +253.2% | +1,642.5% | +1,143.6% |
| All | +1,895.7% | +243.3% | +1,652.4% | +1,143.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling