+476.2%
NEE vs AMC
-97.5%
+573.8%
-45.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -1.2% | +0.8% | -0.3% |
| 7D | -2.8% | -2.8% | +0.1% | -2.8% |
| 30D | +9.5% | +14.0% | -4.5% | +9.5% |
| 3M | +1.0% | +42.5% | -41.5% | +1.0% |
| 6M | -8.0% | +142.6% | -150.5% | -8.2% |
| YTD | +9.4% | +119.2% | -109.8% | +9.2% |
| 1Y | +3.1% | +40.7% | -37.6% | +3.0% |
| 3Y | +70.5% | -57.3% | +127.8% | +70.4% |
| 5Y | +15.2% | -99.1% | +114.3% | +14.9% |
| 10Y | +291.2% | -98.7% | +389.9% | +292.6% |
| All | +476.2% | -97.5% | +573.8% | +427.4% |
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