+3,306.4%
V vs NEE
+863.1%
+2,443.3%
-51.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.1% | 0.0% | -0.1% |
| 7D | -0.8% | +2.2% | -2.9% | -1.6% |
| 30D | +9.5% | +12.3% | -2.7% | +4.7% |
| 3M | +16.7% | +3.4% | +13.3% | +15.0% |
| 6M | +32.9% | -5.3% | +38.3% | +35.3% |
| YTD | +21.1% | +10.6% | +10.5% | +14.9% |
| 1Y | +26.6% | +6.5% | +20.2% | +21.9% |
| 3Y | +78.4% | +73.5% | +4.8% | +34.8% |
| 5Y | +105.5% | +17.0% | +88.5% | +79.0% |
| 10Y | +444.2% | +281.9% | +162.4% | +159.2% |
| All | +3,306.4% | +863.1% | +2,443.3% | +834.3% |
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