+820.3%
NEE vs APTV
+180.9%
+639.4%
-45.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | APTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -4.6% | +5.1% | +1.1% |
| 7D | +1.1% | +2.0% | -0.9% | +0.8% |
| 30D | -0.2% | -7.7% | +7.5% | +0.8% |
| 3M | +0.5% | -34.0% | +34.5% | +5.9% |
| 6M | -6.5% | -37.1% | +30.6% | -1.4% |
| YTD | +6.7% | -39.9% | +46.6% | +13.0% |
| 1Y | +23.6% | -44.4% | +68.0% | +32.2% |
| 3Y | +37.1% | -54.5% | +91.6% | +48.2% |
| 5Y | +10.9% | -69.1% | +80.0% | +23.7% |
| 10Y | +245.4% | -20.0% | +265.4% | +223.2% |
| All | +820.3% | +180.9% | +639.4% | +638.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling