+23.6%
NEE vs AMC
-6.9%
+30.5%
-15.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -3.4% | +3.9% | +0.4% |
| 7D | +1.1% | -0.8% | +1.9% | +1.1% |
| 30D | -0.2% | -1.2% | +0.9% | -0.2% |
| 3M | +0.5% | +42.2% | -41.7% | +1.9% |
| 6M | -6.5% | +118.8% | -125.3% | -4.7% |
| YTD | +6.7% | +64.1% | -57.4% | +8.7% |
| 1Y | +23.6% | -9.5% | +33.1% | +23.2% |
| All | +23.6% | -6.9% | +30.5% | +23.2% |
Cumulative growth
Daily Returns
Daily percentage return beside AMC.
Daily Out/Under-Performance
Portfolio return minus AMC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMC 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 1y: compounded portfolio wealth divided by compounded AMC 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…
1y analysis · Full analysis span regression · 6 months rolling