+284.2%
NEE vs AA
+42.1%
+242.1%
-45.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -1.8% | +1.6% | -0.1% |
| 7D | -2.1% | +0.5% | -2.6% | -2.2% |
| 30D | +8.6% | -0.6% | +9.2% | +8.6% |
| 3M | -0.3% | -19.7% | +19.4% | +1.2% |
| 6M | -8.9% | -41.6% | +32.7% | -5.6% |
| YTD | +8.3% | -24.6% | +33.0% | +9.5% |
| 1Y | +4.3% | +4.9% | -0.6% | +2.4% |
| 3Y | +70.7% | +66.8% | +3.9% | +58.1% |
| 5Y | +12.8% | -19.4% | +32.2% | +8.4% |
| All | +284.2% | +42.1% | +242.1% | +188.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling