+11.0%
NEE vs ACHR
-44.8%
+55.8%
-45.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ACHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.9% | +0.7% | -0.2% |
| 7D | -1.9% | -5.4% | +3.5% | -1.6% |
| 30D | -3.1% | -19.7% | +16.6% | -2.1% |
| 3M | -2.4% | +7.9% | -10.3% | -3.3% |
| 6M | -8.6% | -13.8% | +5.2% | -8.5% |
| YTD | +4.9% | -27.5% | +32.5% | +5.8% |
| 1Y | +19.4% | -33.9% | +53.3% | +20.5% |
| 3Y | +34.9% | -20.0% | +54.8% | +28.6% |
| 5Y | +11.0% | -44.0% | +55.0% | -3.0% |
| All | +11.0% | -44.8% | +55.8% | -3.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling