+285.0%
NEE vs ARWR
+1,009.4%
-724.5%
-45.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ARWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -4.5% | +3.7% | -0.6% |
| 7D | -3.4% | -17.9% | +14.6% | -2.4% |
| 30D | +9.0% | -18.9% | +27.9% | +10.2% |
| 3M | +0.2% | -46.0% | +46.1% | +3.5% |
| 6M | -8.5% | -40.3% | +31.9% | -6.2% |
| YTD | +8.6% | -29.0% | +37.5% | +9.9% |
| 1Y | +2.2% | +13.8% | -11.7% | +0.2% |
| 3Y | +69.1% | +74.9% | -5.8% | +57.6% |
| 5Y | +13.0% | -36.2% | +49.3% | +8.3% |
| All | +285.0% | +1,009.4% | -724.5% | +243.7% |
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