+70.1%
TXN vs NEE
+34.5%
+35.5%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.3% | -0.8% | -1.0% |
| 7D | +2.0% | -1.9% | +3.9% | +2.5% |
| 30D | -8.0% | -3.1% | -4.8% | -7.2% |
| 3M | -7.8% | -2.4% | -5.3% | -7.3% |
| 6M | +32.4% | -8.6% | +41.0% | +35.7% |
| YTD | +51.7% | +4.9% | +46.8% | +50.4% |
| 1Y | +44.3% | +19.4% | +24.9% | +38.7% |
| All | +70.1% | +34.5% | +35.5% | +54.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling