-37.1%
APP vs NEE
+6.1%
-43.2%
-68.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.8% | -0.1% | +4.9% | +4.7% |
| 7D | +79.2% | +2.2% | +77.0% | +80.5% |
| 30D | +48.0% | +12.3% | +35.7% | +57.8% |
| 3M | +18.2% | +3.4% | +14.8% | +20.2% |
| 6M | -12.5% | -5.3% | -7.2% | -15.8% |
| YTD | -39.2% | +10.6% | -49.7% | -34.6% |
| All | -37.1% | +6.1% | -43.2% | -32.9% |
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