+17.6%
NEE vs AR
+71.8%
-54.2%
-45.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -0.8% | -0.6% | -1.4% |
| 7D | +3.9% | -14.3% | +18.1% | +5.4% |
| 30D | +12.8% | +1.4% | +11.4% | +12.5% |
| 3M | +3.6% | +3.4% | +0.2% | +3.0% |
| 6M | -7.5% | -2.1% | -5.4% | -7.7% |
| YTD | +10.7% | +4.7% | +6.0% | +9.4% |
| 1Y | +9.1% | +10.6% | -1.5% | +7.0% |
| 3Y | +61.0% | +24.6% | +36.4% | +53.2% |
| All | +17.6% | +71.8% | -54.2% | +17.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling