+253.2%
NEE vs APD
+162.9%
+90.3%
-45.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | APD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.8% | -0.6% | -1.1% |
| 7D | -0.5% | -4.6% | +4.1% | +1.2% |
| 30D | -1.7% | -4.2% | +2.5% | -0.2% |
| 3M | -1.8% | +5.0% | -6.8% | -4.1% |
| 6M | -8.8% | +8.9% | -17.8% | -12.2% |
| YTD | +5.2% | +21.9% | -16.7% | -3.2% |
| 1Y | +21.3% | +5.6% | +15.8% | +17.3% |
| 3Y | +35.2% | +6.9% | +28.3% | +26.8% |
| 5Y | +10.1% | +25.3% | -15.2% | -5.2% |
| 10Y | +253.2% | +169.1% | +84.2% | +148.4% |
| All | +253.2% | +162.9% | +90.3% | +148.4% |
Cumulative growth
Daily Returns
Daily percentage return beside APD.
Daily Out/Under-Performance
Portfolio return minus APD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × APD 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 APD 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