+7,238.0%
NEE vs APD
+6,115.6%
+1,122.3%
-47.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | APD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -1.0% | +0.2% | -0.5% |
| 7D | +1.9% | -2.2% | +4.2% | +2.5% |
| 30D | -2.2% | +2.1% | -4.3% | -2.8% |
| 3M | -1.2% | +7.2% | -8.3% | -3.4% |
| 6M | -8.6% | +11.2% | -19.8% | -11.5% |
| YTD | +6.2% | +24.4% | -18.2% | -0.5% |
| 1Y | +21.1% | +6.7% | +14.4% | +17.8% |
| 3Y | +36.4% | +9.2% | +27.2% | +29.8% |
| 5Y | +11.4% | +27.4% | -16.0% | +0.9% |
| 10Y | +250.0% | +164.8% | +85.2% | +159.6% |
| All | +7,238.0% | +6,115.6% | +1,122.3% | +2,666.7% |
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