+7,273.1%
NEE vs AMGN
+57,313.9%
-50,040.7%
-47.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AMGN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -10.1% | +10.6% | +1.9% |
| 7D | +1.1% | -10.3% | +11.3% | +2.5% |
| 30D | -0.2% | -3.8% | +3.5% | +0.2% |
| 3M | +0.5% | +14.4% | -13.9% | -1.6% |
| 6M | -6.5% | +7.8% | -14.4% | -7.8% |
| YTD | +6.7% | +22.6% | -15.9% | +3.2% |
| 1Y | +23.6% | +44.2% | -20.6% | +16.7% |
| 3Y | +37.1% | +65.8% | -28.7% | +26.5% |
| 5Y | +10.9% | +108.0% | -97.0% | -1.0% |
| 10Y | +245.4% | +209.9% | +35.5% | +191.5% |
| All | +7,273.1% | +57,313.9% | -50,040.7% | +4,390.6% |
Cumulative growth
Daily Returns
Daily percentage return beside AMGN.
Daily Out/Under-Performance
Portfolio return minus AMGN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMGN 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 AMGN 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