+2,759.8%
NEE vs AMT
+1,311.4%
+1,448.4%
-47.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AMT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -1.1% | +0.3% | -0.6% |
| 7D | +1.9% | -0.2% | +2.2% | +2.0% |
| 30D | -2.2% | +4.6% | -6.8% | -2.8% |
| 3M | -1.2% | -8.4% | +7.3% | -0.1% |
| 6M | -8.6% | -6.0% | -2.5% | -8.0% |
| YTD | +6.2% | +2.1% | +4.1% | +5.6% |
| 1Y | +21.1% | -6.4% | +27.5% | +21.8% |
| 3Y | +36.4% | +8.1% | +28.3% | +34.5% |
| 5Y | +11.4% | -31.9% | +43.3% | +15.9% |
| 10Y | +250.0% | +97.1% | +152.9% | +229.8% |
| All | +2,759.8% | +1,311.4% | +1,448.4% | +2,136.2% |
Cumulative growth
Daily Returns
Daily percentage return beside AMT.
Daily Out/Under-Performance
Portfolio return minus AMT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMT 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 AMT 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