+1,472.1%
AXTI vs NEE
+251.4%
+1,220.7%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.2% | +0.3% | +0.1% |
| 7D | +5.1% | -1.3% | +6.4% | +5.5% |
| 30D | -17.5% | -3.3% | -14.1% | -16.7% |
| 3M | -26.7% | -2.3% | -24.4% | -26.6% |
| 6M | +36.8% | -8.9% | +45.6% | +39.4% |
| YTD | +296.1% | +4.8% | +291.4% | +286.1% |
| 1Y | +1,810.6% | +18.7% | +1,791.9% | +1,697.6% |
| 3Y | +2,587.6% | +33.2% | +2,554.3% | +2,243.0% |
| 5Y | +601.7% | +10.9% | +590.9% | +546.1% |
| All | +1,472.1% | +251.4% | +1,220.7% | +1,096.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling