+253.2%
NEE vs ARWR
+978.7%
-725.5%
-45.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ARWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -2.9% | +1.5% | -1.2% |
| 7D | -0.5% | -3.2% | +2.7% | -0.4% |
| 30D | -1.7% | -6.5% | +4.8% | -1.3% |
| 3M | -1.8% | +12.7% | -14.5% | -2.7% |
| 6M | -8.8% | +36.2% | -45.0% | -10.8% |
| YTD | +5.2% | +24.5% | -19.3% | +3.3% |
| 1Y | +21.3% | +198.0% | -176.6% | +12.4% |
| 3Y | +35.2% | +176.4% | -141.2% | +22.4% |
| 5Y | +10.1% | +26.6% | -16.4% | +1.7% |
| 10Y | +253.2% | +1,054.1% | -800.8% | +206.2% |
| All | +253.2% | +978.7% | -725.5% | +206.2% |
Cumulative growth
Daily Returns
Daily percentage return beside ARWR.
Daily Out/Under-Performance
Portfolio return minus ARWR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ARWR 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 ARWR 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