+46.4%
UBER vs NEE
+34.3%
+12.1%
-34.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.2% | -1.1% | -1.2% |
| 7D | -5.4% | -1.3% | -4.1% | -5.3% |
| 30D | -4.9% | -3.3% | -1.6% | -4.7% |
| 3M | +3.0% | -2.3% | +5.3% | +3.2% |
| 6M | -4.4% | -8.9% | +4.5% | -3.9% |
| YTD | -12.3% | +4.8% | -17.1% | -13.2% |
| 1Y | -24.3% | +18.7% | -43.0% | -26.0% |
| 3Y | +46.4% | +33.2% | +13.2% | +32.7% |
| All | +46.4% | +34.3% | +12.1% | +32.7% |
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 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