+391.7%
APP vs NEE
+21.7%
+370.0%
-91.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | -0.7% | +3.0% | +2.4% |
| 7D | +0.9% | +1.9% | -1.1% | +0.4% |
| 30D | -23.3% | -2.2% | -21.1% | -22.8% |
| 3M | -42.6% | -1.2% | -41.5% | -42.6% |
| 6M | -33.6% | -8.6% | -25.0% | -32.5% |
| YTD | -52.4% | +6.2% | -58.6% | -54.1% |
| 1Y | -35.9% | +21.1% | -57.0% | -41.2% |
| 3Y | +642.2% | +36.4% | +605.8% | +525.9% |
| 5Y | +311.1% | +11.4% | +299.7% | +280.1% |
| All | +391.7% | +21.7% | +370.0% | +333.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling