+59.3%
AMAT vs NEE
+5.4%
+53.9%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.7% | +1.2% | +0.5% |
| 7D | -2.5% | +2.3% | -4.8% | -2.3% |
| 30D | -26.5% | +11.5% | -38.0% | -26.8% |
| 3M | -28.6% | +2.6% | -31.2% | -27.7% |
| 6M | -14.2% | -6.0% | -8.3% | -10.7% |
| YTD | +45.5% | +9.8% | +35.7% | +42.1% |
| 1Y | +59.3% | +4.7% | +54.7% | +59.5% |
| All | +59.3% | +5.4% | +53.9% | +59.5% |
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 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