+12.2%
NEE vs APH
+350.9%
-338.7%
-45.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | APH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +0.9% | -1.6% | -0.9% |
| 7D | +1.9% | +5.0% | -3.0% | +1.2% |
| 30D | -2.2% | -3.9% | +1.7% | -1.6% |
| 3M | -1.2% | +13.0% | -14.1% | -3.6% |
| 6M | -8.6% | +25.2% | -33.7% | -12.8% |
| YTD | +6.2% | +22.9% | -16.7% | +0.5% |
| 1Y | +21.1% | +47.8% | -26.7% | +9.4% |
| 3Y | +36.4% | +283.0% | -246.6% | -15.3% |
| All | +12.2% | +350.9% | -338.7% | -36.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling