+70.7%
NEE vs AEE
+65.0%
+5.8%
-23.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +1.1% | -1.3% | -1.0% |
| 7D | -2.1% | +1.7% | -3.8% | -3.4% |
| 30D | +8.6% | +9.7% | -1.1% | +1.3% |
| 3M | -0.3% | +5.9% | -6.2% | -4.5% |
| 6M | -8.9% | +6.7% | -15.6% | -13.7% |
| YTD | +8.3% | +17.4% | -9.0% | -4.4% |
| 1Y | +4.3% | +12.7% | -8.4% | -5.2% |
| 3Y | +70.7% | +68.2% | +2.5% | +7.8% |
| All | +70.7% | +65.0% | +5.8% | +7.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling