+7,487.8%
NEE vs AA
+217.0%
+7,270.8%
-47.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -4.4% | +3.7% | -0.2% |
| 7D | +2.3% | +1.2% | +1.1% | +2.1% |
| 30D | +11.5% | -5.0% | +16.5% | +12.0% |
| 3M | +2.6% | -22.2% | +24.8% | +5.4% |
| 6M | -6.0% | -36.3% | +30.4% | -1.6% |
| YTD | +9.8% | -24.2% | +34.0% | +11.6% |
| 1Y | +4.7% | +3.9% | +0.8% | +2.1% |
| 3Y | +71.0% | +67.6% | +3.5% | +52.3% |
| 5Y | +15.8% | -8.8% | +24.7% | +7.0% |
| 10Y | +287.3% | +45.0% | +242.3% | +196.4% |
| All | +7,487.8% | +217.0% | +7,270.8% | +4,602.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling