+244.8%
NEE vs AEE
+191.1%
+53.7%
-45.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | 0.0% | -0.1% | -0.1% |
| 7D | -1.3% | -0.8% | -0.6% | -0.7% |
| 30D | -3.3% | -2.9% | -0.4% | -1.1% |
| 3M | -2.3% | -2.4% | +0.2% | -0.7% |
| 6M | -8.9% | -2.7% | -6.2% | -7.2% |
| YTD | +4.8% | +7.3% | -2.5% | -1.2% |
| 1Y | +18.7% | +7.5% | +11.2% | +11.6% |
| 3Y | +33.2% | +46.2% | -13.0% | -1.9% |
| 5Y | +10.9% | +39.7% | -28.9% | -16.0% |
| All | +244.8% | +191.1% | +53.7% | +51.6% |
Cumulative growth
Daily Returns
Daily percentage return beside AEE.
Daily Out/Under-Performance
Portfolio return minus AEE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AEE 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 AEE 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