+28.3%
NEE vs ACHR
-45.0%
+73.3%
-45.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ACHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +2.4% | -2.5% | -0.3% |
| 7D | -1.3% | -2.3% | +0.9% | -1.2% |
| 30D | -3.3% | -11.3% | +8.0% | -2.8% |
| 3M | -2.3% | +5.3% | -7.5% | -3.0% |
| 6M | -8.9% | -13.2% | +4.4% | -8.8% |
| YTD | +4.8% | -25.8% | +30.6% | +5.6% |
| 1Y | +18.7% | -34.3% | +53.0% | +19.9% |
| 3Y | +33.2% | -19.9% | +53.2% | +26.8% |
| 5Y | +10.9% | -42.7% | +53.5% | +2.1% |
| All | +28.3% | -45.0% | +73.3% | +17.0% |
Cumulative growth
Daily Returns
Daily percentage return beside ACHR.
Daily Out/Under-Performance
Portfolio return minus ACHR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ACHR 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 ACHR 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