+70.7%
NEE vs APA
+45.9%
+24.8%
-23.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | APA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +1.6% | -1.8% | -0.3% |
| 7D | -2.1% | +8.5% | -10.6% | -2.7% |
| 30D | +8.6% | +2.8% | +5.8% | +8.2% |
| 3M | -0.3% | +21.7% | -22.0% | -2.1% |
| 6M | -8.9% | +32.6% | -41.5% | -11.5% |
| YTD | +8.3% | +103.7% | -95.4% | -0.2% |
| 1Y | +4.3% | +101.8% | -97.5% | -3.9% |
| 3Y | +70.7% | +48.1% | +22.7% | +60.1% |
| All | +70.7% | +45.9% | +24.8% | +60.1% |
Cumulative growth
Daily Returns
Daily percentage return beside APA.
Daily Out/Under-Performance
Portfolio return minus APA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × APA 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 3y: compounded portfolio wealth divided by compounded APA 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…
3y analysis · Full analysis span regression · 6 months rolling