+14,183.4%
TER vs NEE
+7,238.0%
+6,945.5%
-97.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | -0.7% | +6.2% | +5.8% |
| 7D | +0.6% | +1.9% | -1.3% | -0.2% |
| 30D | -8.3% | -2.2% | -6.1% | -7.5% |
| 3M | -12.2% | -1.2% | -11.0% | -12.1% |
| 6M | +17.1% | -8.6% | +25.6% | +21.1% |
| YTD | +84.7% | +6.2% | +78.5% | +80.6% |
| 1Y | +199.9% | +21.1% | +178.8% | +178.5% |
| 3Y | +232.8% | +36.4% | +196.4% | +184.7% |
| 5Y | +198.6% | +11.4% | +187.2% | +174.4% |
| 10Y | +1,669.7% | +250.0% | +1,419.8% | +942.1% |
| All | +14,183.4% | +7,238.0% | +6,945.5% | +4,077.0% |
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