+49.5%
TXN vs NEE
+19.3%
+30.2%
-23.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | -0.2% | +4.0% | +3.9% |
| 7D | +4.0% | -1.3% | +5.3% | +4.6% |
| 30D | -2.9% | -3.3% | +0.5% | -1.3% |
| 3M | -9.1% | -2.3% | -6.8% | -8.6% |
| 6M | +36.6% | -8.9% | +45.5% | +41.9% |
| YTD | +57.5% | +4.8% | +52.7% | +57.6% |
| 1Y | +49.5% | +18.7% | +30.8% | +51.7% |
| All | +49.5% | +19.3% | +30.2% | +51.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling