-98.6%
NFE price history and return analytics
+60.4%
-159.0%
-99.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.1% | -0.9% | +9.0% | +9.5% |
| 7D | +0.4% | -1.8% | +2.2% | +3.5% |
| 30D | -30.1% | -0.7% | -29.4% | -29.3% |
| 3M | -47.4% | +3.0% | -50.4% | -50.6% |
| 6M | -74.9% | +7.4% | -82.3% | -78.0% |
| YTD | -68.7% | +10.4% | -79.1% | -73.8% |
| 1Y | -92.1% | +21.2% | -113.2% | -94.5% |
| 3Y | -98.7% | +65.4% | -164.1% | -99.4% |
| All | -98.6% | +60.4% | -159.0% | -99.3% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 VT 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