+20,427.4%
TXN vs NEE
+7,273.1%
+13,154.3%
-85.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.5% | -0.3% | 0.0% |
| 7D | +2.2% | +1.1% | +1.1% | +1.8% |
| 30D | -9.5% | -0.2% | -9.3% | -9.4% |
| 3M | -10.5% | +0.5% | -11.1% | -10.9% |
| 6M | +35.4% | -6.5% | +41.9% | +38.5% |
| YTD | +51.8% | +6.7% | +45.1% | +48.2% |
| 1Y | +42.9% | +23.6% | +19.3% | +32.6% |
| 3Y | +71.3% | +37.1% | +34.2% | +49.5% |
| 5Y | +58.0% | +10.9% | +47.1% | +46.4% |
| 10Y | +393.3% | +245.4% | +147.9% | +208.4% |
| All | +20,427.4% | +7,273.1% | +13,154.3% | +4,244.1% |
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