+3,340.1%
V vs NEE
+853.4%
+2,486.7%
-51.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.3% | +0.9% | +0.7% |
| 7D | -2.3% | -2.8% | +0.4% | -1.3% |
| 30D | +9.5% | +9.5% | 0.0% | +5.7% |
| 3M | +17.5% | +1.0% | +16.5% | +16.9% |
| 6M | +32.2% | -8.0% | +40.1% | +35.9% |
| YTD | +22.3% | +9.4% | +12.8% | +16.5% |
| 1Y | +26.8% | +3.1% | +23.6% | +23.6% |
| 3Y | +77.5% | +70.5% | +7.0% | +35.1% |
| 5Y | +110.1% | +15.2% | +94.9% | +84.2% |
| 10Y | +458.8% | +291.2% | +167.6% | +162.8% |
| All | +3,340.1% | +853.4% | +2,486.7% | +847.2% |
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 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