+244.8%
NEE vs APTV
-16.1%
+260.9%
-45.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | APTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.3% | +0.2% | -0.1% |
| 7D | -1.3% | -5.0% | +3.7% | -0.7% |
| 30D | -3.3% | -6.1% | +2.7% | -2.6% |
| 3M | -2.3% | -33.0% | +30.7% | +2.9% |
| 6M | -8.9% | -35.2% | +26.4% | -4.1% |
| YTD | +4.8% | -40.1% | +44.9% | +11.2% |
| 1Y | +18.7% | -45.6% | +64.3% | +27.7% |
| 3Y | +33.2% | -54.4% | +87.6% | +44.3% |
| 5Y | +10.9% | -68.9% | +79.8% | +23.9% |
| All | +244.8% | -16.1% | +260.9% | +228.8% |
Cumulative growth
Daily Returns
Daily percentage return beside APTV.
Daily Out/Under-Performance
Portfolio return minus APTV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × APTV 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 10y: compounded portfolio wealth divided by compounded APTV 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…
10y analysis · Full analysis span regression · 6 months rolling