+4.7%
NEE vs APD
+22.2%
-17.5%
-21.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | APD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +0.4% | -1.1% | -0.8% |
| 7D | +2.3% | -0.2% | +2.5% | +2.3% |
| 30D | +11.5% | +11.0% | +0.5% | +9.7% |
| 3M | +2.6% | +1.3% | +1.3% | +2.3% |
| 6M | -6.0% | +6.4% | -12.3% | -6.6% |
| YTD | +9.8% | +28.9% | -19.1% | +5.2% |
| 1Y | +4.7% | +23.2% | -18.5% | +1.0% |
| All | +4.7% | +22.2% | -17.5% | +1.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling