+7,539.6%
NEE vs APD
+6,318.0%
+1,221.6%
-47.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | APD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +2.0% | -2.2% | -0.7% |
| 7D | +2.2% | -1.6% | +3.7% | +2.6% |
| 30D | +12.3% | +10.6% | +1.6% | +9.2% |
| 3M | +3.4% | +2.5% | +0.9% | +2.6% |
| 6M | -5.3% | +6.0% | -11.3% | -7.1% |
| YTD | +10.6% | +28.4% | -17.9% | +2.6% |
| 1Y | +6.5% | +22.2% | -15.7% | 0.0% |
| 3Y | +73.5% | +26.6% | +47.0% | +59.0% |
| 5Y | +17.0% | +11.8% | +5.2% | +9.8% |
| 10Y | +281.9% | +187.8% | +94.1% | +177.4% |
| All | +7,539.6% | +6,318.0% | +1,221.6% | +2,754.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling