+45.0%
AAPL vs NEE
+19.3%
+25.7%
-13.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -0.2% | +1.9% | +1.8% |
| 7D | +3.8% | -1.3% | +5.2% | +4.0% |
| 30D | +9.9% | -3.3% | +13.3% | +10.3% |
| 3M | +12.5% | -2.3% | +14.7% | +12.8% |
| 6M | +27.6% | -8.9% | +36.5% | +28.5% |
| YTD | +22.6% | +4.8% | +17.8% | +21.1% |
| 1Y | +45.0% | +18.7% | +26.3% | +43.6% |
| All | +45.0% | +19.3% | +25.7% | +43.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling