+4.3%
NEE vs AR
+11.3%
-7.1%
-21.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.1% | -0.3% | -0.2% |
| 7D | -2.1% | +7.4% | -9.5% | -2.1% |
| 30D | +8.6% | +5.8% | +2.9% | +8.3% |
| 3M | -0.3% | +5.2% | -5.5% | -0.5% |
| 6M | -8.9% | +5.4% | -14.4% | -9.1% |
| YTD | +8.3% | +12.4% | -4.1% | +7.7% |
| 1Y | +4.3% | +12.8% | -8.6% | +3.9% |
| All | +4.3% | +11.3% | -7.1% | +3.9% |
Cumulative growth
Daily Returns
Daily percentage return beside AR.
Daily Out/Under-Performance
Portfolio return minus AR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AR 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 1y: compounded portfolio wealth divided by compounded AR 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…
1y analysis · Full analysis span regression · 6 months rolling