+337.5%
AMD vs NEE
+11.7%
+325.8%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.7% | -0.7% | +5.4% | +4.9% |
| 7D | +2.6% | +1.9% | +0.6% | +1.9% |
| 30D | -0.9% | -2.2% | +1.2% | -0.3% |
| 3M | -8.7% | -1.2% | -7.5% | -8.6% |
| 6M | +136.3% | -8.6% | +144.9% | +141.7% |
| YTD | +123.0% | +6.2% | +116.8% | +116.3% |
| 1Y | +195.2% | +21.1% | +174.1% | +174.9% |
| 3Y | +336.3% | +36.4% | +299.9% | +276.9% |
| All | +337.5% | +11.7% | +325.8% | +298.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling