+37.1%
NEE vs AA
+89.1%
-52.0%
-28.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +3.5% | -3.1% | +0.2% |
| 7D | +1.1% | +1.7% | -0.6% | +0.9% |
| 30D | -0.2% | +3.3% | -3.6% | -0.6% |
| 3M | +0.5% | -29.4% | +29.9% | +3.2% |
| 6M | -6.5% | -12.8% | +6.3% | -6.4% |
| YTD | +6.7% | -2.1% | +8.8% | +5.2% |
| 1Y | +23.6% | +62.8% | -39.2% | +14.6% |
| 3Y | +37.1% | +90.5% | -53.3% | +14.4% |
| All | +37.1% | +89.1% | -52.0% | +14.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling