+11.5%
NEE vs ACHR
-29.8%
+41.3%
-45.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ACHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -6.9% | +6.7% | +0.2% |
| 7D | -2.1% | -9.2% | +7.1% | -1.7% |
| 30D | +8.6% | -1.0% | +9.6% | +8.5% |
| 3M | -0.3% | -42.2% | +41.9% | +2.4% |
| 6M | -8.9% | -38.2% | +29.3% | -7.3% |
| YTD | +8.3% | -46.4% | +54.8% | +10.8% |
| 1Y | +4.3% | -49.4% | +53.6% | +6.8% |
| 3Y | +70.7% | -22.5% | +93.2% | +62.5% |
| All | +11.5% | -29.8% | +41.3% | -0.8% |
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