+33.4%
UBER vs NEE
+69.0%
-35.6%
-34.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.2% | +1.0% | +0.8% |
| 7D | +1.6% | -2.1% | +3.7% | +1.8% |
| 30D | +0.6% | +8.6% | -8.0% | -0.1% |
| 3M | -8.2% | -0.3% | -7.9% | -8.2% |
| 6M | -6.7% | -8.9% | +2.2% | -6.0% |
| YTD | -14.7% | +8.3% | -23.1% | -16.1% |
| 1Y | -24.1% | +4.3% | -28.3% | -24.9% |
| 3Y | +33.4% | +70.7% | -37.3% | +18.0% |
| All | +33.4% | +69.0% | -35.6% | +18.0% |
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 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