+122,851.5%
AAPL vs NEE
+7,238.0%
+115,613.6%
-81.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -0.7% | -1.8% | -2.3% |
| 7D | +0.1% | +1.9% | -1.9% | -0.5% |
| 30D | +3.0% | -2.2% | +5.1% | +3.6% |
| 3M | +2.9% | -1.2% | +4.1% | +3.2% |
| 6M | +22.1% | -8.6% | +30.7% | +24.9% |
| YTD | +18.0% | +6.2% | +11.8% | +15.3% |
| 1Y | +33.9% | +21.1% | +12.8% | +25.6% |
| 3Y | +71.2% | +36.4% | +34.8% | +50.3% |
| 5Y | +112.6% | +11.4% | +101.2% | +97.5% |
| 10Y | +1,198.8% | +250.0% | +948.8% | +771.7% |
| All | +122,851.5% | +7,238.0% | +115,613.6% | +38,502.5% |
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