+105.2%
TQQQ vs NEE
+9.6%
+95.6%
-81.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -0.2% | +2.7% | +2.7% |
| 7D | -1.9% | -1.3% | -0.6% | -1.1% |
| 30D | -4.9% | -3.3% | -1.5% | -2.8% |
| 3M | -6.4% | -2.3% | -4.2% | -5.4% |
| 6M | +44.4% | -8.9% | +53.3% | +50.9% |
| YTD | +35.2% | +4.8% | +30.4% | +27.3% |
| 1Y | +49.5% | +18.7% | +30.8% | +28.3% |
| 3Y | +250.7% | +33.2% | +217.5% | +145.9% |
| All | +105.2% | +9.6% | +95.6% | +83.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling