+1,370.8%
AMAT vs NEE
+281.5%
+1,089.2%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.7% | +1.2% | +0.8% |
| 7D | -2.5% | +2.3% | -4.8% | -3.4% |
| 30D | -26.5% | +11.5% | -38.0% | -29.9% |
| 3M | -28.6% | +2.6% | -31.2% | -29.7% |
| 6M | -14.2% | -6.0% | -8.3% | -12.9% |
| YTD | +45.5% | +9.8% | +35.7% | +38.5% |
| 1Y | +59.3% | +4.7% | +54.7% | +54.6% |
| 3Y | +153.1% | +71.0% | +82.1% | +87.4% |
| 5Y | +158.2% | +15.8% | +142.3% | +128.6% |
| 10Y | +1,370.8% | +287.3% | +1,083.5% | +687.2% |
| All | +1,370.8% | +281.5% | +1,089.2% | +687.2% |
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