+73.5%
NEE vs APD
+27.3%
+46.3%
-23.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | APD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +2.0% | -2.2% | -0.6% |
| 7D | +2.2% | -1.6% | +3.7% | +2.5% |
| 30D | +12.3% | +10.6% | +1.6% | +9.7% |
| 3M | +3.4% | +2.5% | +0.9% | +2.7% |
| 6M | -5.3% | +6.0% | -11.3% | -6.8% |
| YTD | +10.6% | +28.4% | -17.9% | +3.5% |
| 1Y | +6.5% | +22.2% | -15.7% | +0.8% |
| 3Y | +73.5% | +26.6% | +47.0% | +59.6% |
| All | +73.5% | +27.3% | +46.3% | +59.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling