+244.8%
NEE vs AON
+204.8%
+40.1%
-45.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -1.7% | +1.5% | +0.4% |
| 7D | -1.3% | -6.3% | +5.0% | +0.9% |
| 30D | -3.3% | -14.1% | +10.8% | +1.6% |
| 3M | -2.3% | -9.5% | +7.2% | +0.5% |
| 6M | -8.9% | -4.0% | -4.8% | -8.9% |
| YTD | +4.8% | -13.8% | +18.6% | +8.7% |
| 1Y | +18.7% | -18.3% | +37.0% | +25.7% |
| 3Y | +33.2% | -7.2% | +40.4% | +31.9% |
| 5Y | +10.9% | +7.3% | +3.5% | +1.6% |
| All | +244.8% | +204.8% | +40.1% | +118.9% |
Cumulative growth
Daily Returns
Daily percentage return beside AON.
Daily Out/Under-Performance
Portfolio return minus AON return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AON 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 10y: compounded portfolio wealth divided by compounded AON 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…
10y analysis · Full analysis span regression · 6 months rolling