-44.5%
APP vs NEE
+21.2%
-65.7%
-59.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | -0.3% | +3.3% | +3.0% |
| 7D | +0.3% | -1.9% | +2.2% | -0.6% |
| 30D | -1.3% | -3.1% | +1.8% | -2.7% |
| 3M | -36.2% | -2.4% | -33.8% | -36.9% |
| 6M | -34.1% | -8.6% | -25.5% | -36.3% |
| YTD | -53.3% | +4.9% | -58.3% | -53.2% |
| 1Y | -44.5% | +19.4% | -63.9% | -33.6% |
| All | -44.5% | +21.2% | -65.7% | -33.6% |
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 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