+137,274.1%
UNH vs NEE
+7,273.1%
+130,001.0%
-74.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.5% | +0.5% | +0.8% |
| 7D | +1.1% | +1.1% | +0.1% | +0.7% |
| 30D | -1.5% | -0.2% | -1.3% | -1.5% |
| 3M | -0.8% | +0.5% | -1.4% | -1.1% |
| 6M | +41.8% | -6.5% | +48.3% | +44.6% |
| YTD | +23.1% | +6.7% | +16.4% | +19.1% |
| 1Y | +28.5% | +23.6% | +4.9% | +17.7% |
| 3Y | -11.8% | +37.1% | -48.9% | -25.9% |
| 5Y | +5.3% | +10.9% | -5.6% | -5.7% |
| 10Y | +247.4% | +245.4% | +2.1% | +91.7% |
| All | +137,274.1% | +7,273.1% | +130,001.0% | +23,774.3% |
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