+6,370.3%
AMD vs NEE
+270.7%
+6,099.7%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.0% | -1.5% | +12.5% | +11.6% |
| 7D | -11.0% | +3.9% | -14.9% | -12.4% |
| 30D | -30.5% | +12.8% | -43.3% | -33.8% |
| 3M | -8.2% | +3.6% | -11.8% | -9.9% |
| 6M | +6.6% | -7.5% | +14.1% | +8.8% |
| YTD | +109.7% | +10.7% | +99.0% | +98.5% |
| 1Y | +88.9% | +9.1% | +79.8% | +79.7% |
| 3Y | +301.8% | +61.0% | +240.8% | +212.0% |
| 5Y | +229.4% | +16.3% | +213.1% | +195.1% |
| All | +6,370.3% | +270.7% | +6,099.7% | +5,345.6% |
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