+105.5%
V vs NEE
+17.3%
+88.2%
-24.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.1% | 0.0% | -0.1% |
| 7D | -0.8% | +2.2% | -2.9% | -1.1% |
| 30D | +9.5% | +12.3% | -2.7% | +7.4% |
| 3M | +16.7% | +3.4% | +13.3% | +16.0% |
| 6M | +32.9% | -5.3% | +38.3% | +33.9% |
| YTD | +21.1% | +10.6% | +10.5% | +18.0% |
| 1Y | +26.6% | +6.5% | +20.2% | +24.3% |
| 3Y | +78.4% | +73.5% | +4.8% | +55.1% |
| 5Y | +105.5% | +17.0% | +88.5% | +90.2% |
| All | +105.5% | +17.3% | +88.2% | +90.2% |
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 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