+8,732.2%
AMD vs NEE
+243.3%
+8,488.9%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | -1.4% | +4.4% | +3.6% |
| 7D | +14.0% | -0.5% | +14.6% | +14.2% |
| 30D | +11.0% | -1.7% | +12.7% | +11.6% |
| 3M | +9.6% | -1.8% | +11.4% | +10.2% |
| 6M | +157.1% | -8.8% | +165.9% | +164.2% |
| YTD | +143.3% | +5.2% | +138.1% | +135.8% |
| 1Y | +234.4% | +21.3% | +213.1% | +207.0% |
| 3Y | +391.2% | +35.2% | +356.0% | +310.7% |
| 5Y | +390.9% | +10.1% | +380.8% | +350.4% |
| 10Y | +8,732.2% | +253.2% | +8,479.0% | +6,464.6% |
| All | +8,732.2% | +243.3% | +8,488.9% | +6,464.6% |
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 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