+11.5%
NEE vs APH
+289.4%
-277.9%
-45.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | APH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -1.7% | +1.5% | 0.0% |
| 7D | -2.1% | +4.9% | -7.0% | -2.7% |
| 30D | +8.6% | -5.4% | +14.0% | +9.0% |
| 3M | -0.3% | -5.5% | +5.2% | -0.1% |
| 6M | -8.9% | +25.9% | -34.8% | -13.5% |
| YTD | +8.3% | +16.4% | -8.0% | +2.9% |
| 1Y | +4.3% | +16.5% | -12.2% | -1.2% |
| 3Y | +70.7% | +270.9% | -200.1% | +4.5% |
| All | +11.5% | +289.4% | -277.9% | -35.1% |
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 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