+11.0%
NEE vs APTV
-69.7%
+80.7%
-45.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | APTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +2.7% | -2.9% | -0.6% |
| 7D | -1.9% | -1.8% | -0.1% | -1.7% |
| 30D | -3.1% | -7.9% | +4.8% | -2.1% |
| 3M | -2.4% | -29.9% | +27.5% | +2.3% |
| 6M | -8.6% | -36.6% | +28.0% | -3.2% |
| YTD | +4.9% | -40.0% | +44.9% | +11.7% |
| 1Y | +19.4% | -44.0% | +63.4% | +28.5% |
| 3Y | +34.9% | -54.5% | +89.4% | +47.5% |
| 5Y | +11.0% | -68.8% | +79.8% | +27.3% |
| All | +11.0% | -69.7% | +80.7% | +27.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling