+12.2%
NEE vs AMC
-99.4%
+111.6%
-45.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +4.3% | -5.1% | -0.8% |
| 7D | +1.9% | +2.3% | -0.4% | +1.9% |
| 30D | -2.2% | -0.7% | -1.4% | -2.2% |
| 3M | -1.2% | +35.2% | -36.4% | -2.1% |
| 6M | -8.6% | +124.6% | -133.1% | -10.8% |
| YTD | +6.2% | +69.9% | -63.7% | +4.2% |
| 1Y | +21.1% | -2.6% | +23.7% | +20.4% |
| 3Y | +36.4% | -79.8% | +116.2% | +39.0% |
| All | +12.2% | -99.4% | +111.6% | +19.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling