+67.7%
V vs NEE
+9.6%
+58.2%
-24.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -1.4% | +1.1% | -0.1% |
| 7D | -2.9% | -0.5% | -2.4% | -2.8% |
| 30D | +1.9% | -1.7% | +3.6% | +2.1% |
| 3M | +13.2% | -1.8% | +15.1% | +13.5% |
| 6M | +16.7% | -8.8% | +25.6% | +18.2% |
| YTD | +5.4% | +5.2% | +0.2% | +3.6% |
| 1Y | +7.7% | +21.3% | -13.7% | +2.8% |
| 3Y | +52.0% | +35.2% | +16.8% | +40.0% |
| 5Y | +67.7% | +10.1% | +57.6% | +61.6% |
| All | +67.7% | +9.6% | +58.2% | +61.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling