+11.4%
NEE vs AA
+13.9%
-2.5%
-21.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | +2.8% | +2.1% | +4.8% |
| 7D | +9.2% | +0.9% | +8.3% | +9.1% |
| 30D | +16.0% | -6.4% | +22.4% | +16.1% |
| 3M | +2.2% | -13.0% | +15.1% | +2.5% |
| 6M | -6.0% | -34.6% | +28.6% | -5.8% |
| YTD | +12.6% | -23.0% | +35.6% | +11.4% |
| 1Y | +11.4% | +16.0% | -4.6% | +7.9% |
| All | +11.4% | +13.9% | -2.5% | +7.9% |
Cumulative growth
Daily Returns
Daily percentage return beside AA.
Daily Out/Under-Performance
Portfolio return minus AA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AA 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 AA 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