+72.5%
NEE vs APH
+274.9%
-202.4%
-23.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | APH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.8% | +0.5% | -0.3% |
| 7D | -2.8% | +0.4% | -3.2% | -2.8% |
| 30D | +9.5% | -8.0% | +17.5% | +9.8% |
| 3M | +1.0% | -5.0% | +6.0% | +1.1% |
| 6M | -8.0% | +29.9% | -37.9% | -9.3% |
| YTD | +9.4% | +18.0% | -8.5% | +8.0% |
| 1Y | +3.1% | +11.3% | -8.2% | +2.1% |
| All | +72.5% | +274.9% | -202.4% | +20.1% |
Cumulative growth
Daily Returns
Daily percentage return beside APH.
Daily Out/Under-Performance
Portfolio return minus APH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × APH 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 APH 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