+482.7%
NEE vs AMC
-97.7%
+580.4%
-45.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +1.9% | -3.4% | -1.5% |
| 7D | +3.9% | +2.6% | +1.3% | +3.9% |
| 30D | +12.8% | +9.0% | +3.8% | +12.8% |
| 3M | +3.6% | +22.2% | -18.6% | +3.5% |
| 6M | -7.5% | +91.5% | -99.0% | -7.6% |
| YTD | +10.7% | +101.3% | -90.6% | +10.4% |
| 1Y | +9.1% | +20.8% | -11.7% | +9.0% |
| 3Y | +61.0% | -71.3% | +132.3% | +61.0% |
| 5Y | +16.3% | -99.2% | +115.5% | +15.9% |
| 10Y | +264.6% | -98.7% | +363.3% | +263.0% |
| All | +482.7% | -97.7% | +580.4% | +433.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling