+1,278.0%
AAPL vs NEE
+251.4%
+1,026.6%
-38.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -0.2% | +1.9% | +1.8% |
| 7D | +3.8% | -1.3% | +5.2% | +4.3% |
| 30D | +9.9% | -3.3% | +13.3% | +11.2% |
| 3M | +12.5% | -2.3% | +14.7% | +13.3% |
| 6M | +27.6% | -8.9% | +36.5% | +31.3% |
| YTD | +22.6% | +4.8% | +17.8% | +19.5% |
| 1Y | +45.0% | +18.7% | +26.3% | +34.7% |
| 3Y | +87.8% | +33.2% | +54.5% | +59.9% |
| 5Y | +128.7% | +10.9% | +117.8% | +109.0% |
| All | +1,278.0% | +251.4% | +1,026.6% | +823.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling