+29.3%
V vs NEE
+11.3%
+18.1%
-17.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | +4.9% | -1.0% | +3.9% |
| 7D | +9.0% | +9.2% | -0.2% | +9.4% |
| 30D | +18.1% | +16.0% | +2.1% | +19.2% |
| 3M | +18.3% | +2.2% | +16.1% | +17.8% |
| 6M | +34.1% | -6.0% | +40.1% | +31.0% |
| YTD | +25.2% | +12.6% | +12.6% | +22.8% |
| 1Y | +29.3% | +11.4% | +17.9% | +27.2% |
| All | +29.3% | +11.3% | +18.1% | +27.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling