+19.4%
NEE vs AMRZ
-25.1%
+44.5%
-15.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMRZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -1.3% | +1.0% | -0.2% |
| 7D | -1.9% | -8.1% | +6.2% | -1.5% |
| 30D | -3.1% | -14.8% | +11.7% | -2.2% |
| 3M | -2.4% | -19.7% | +17.3% | -1.3% |
| 6M | -8.6% | -30.8% | +22.2% | -6.9% |
| YTD | +4.9% | -24.3% | +29.2% | +6.3% |
| 1Y | +19.4% | -24.0% | +43.4% | +20.9% |
| All | +19.4% | -25.1% | +44.5% | +20.9% |
Cumulative growth
Daily Returns
Daily percentage return beside AMRZ.
Daily Out/Under-Performance
Portfolio return minus AMRZ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMRZ 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 AMRZ 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