+18.7%
NEE vs AA
+56.9%
-38.1%
-15.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.1% | -0.1% | -0.2% |
| 7D | -1.3% | -3.4% | +2.1% | -1.2% |
| 30D | -3.3% | -5.8% | +2.5% | -3.2% |
| 3M | -2.3% | -29.9% | +27.6% | -1.6% |
| 6M | -8.9% | -27.0% | +18.2% | -8.6% |
| YTD | +4.8% | -8.7% | +13.5% | +3.4% |
| 1Y | +18.7% | +50.6% | -31.9% | +12.2% |
| All | +18.7% | +56.9% | -38.1% | +12.2% |
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