+124.8%
AAPL vs NEE
+9.7%
+115.1%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | -0.3% | +3.8% | +3.6% |
| 7D | -0.5% | -1.9% | +1.4% | 0.0% |
| 30D | +7.1% | -3.1% | +10.2% | +8.0% |
| 3M | +12.1% | -2.4% | +14.5% | +12.7% |
| 6M | +25.4% | -8.6% | +34.0% | +28.0% |
| YTD | +20.5% | +4.9% | +15.5% | +18.2% |
| 1Y | +44.5% | +19.4% | +25.1% | +36.6% |
| 3Y | +85.8% | +34.9% | +50.9% | +64.8% |
| 5Y | +124.8% | +11.0% | +113.7% | +113.9% |
| All | +124.8% | +9.7% | +115.1% | +113.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling