-39.3%
APP vs NEE
+5.4%
-44.7%
-68.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -0.7% | -2.9% | -3.9% |
| 7D | +61.1% | +2.3% | +58.8% | +62.4% |
| 30D | +42.8% | +11.5% | +31.3% | +51.6% |
| 3M | +16.7% | +2.6% | +14.1% | +18.2% |
| 6M | -15.6% | -6.0% | -9.6% | -19.0% |
| YTD | -41.3% | +9.8% | -51.1% | -37.2% |
| 1Y | -39.3% | +4.7% | -44.0% | -35.5% |
| All | -39.3% | +5.4% | -44.7% | -35.5% |
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