+2.2%
NEE vs ARWR
+12.4%
-10.2%
-21.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ARWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -4.5% | +3.7% | -0.7% |
| 7D | -3.4% | -17.9% | +14.6% | -3.0% |
| 30D | +9.0% | -18.9% | +27.9% | +9.5% |
| 3M | +0.2% | -46.0% | +46.1% | +1.5% |
| 6M | -8.5% | -40.3% | +31.9% | -7.4% |
| YTD | +8.6% | -29.0% | +37.5% | +10.0% |
| 1Y | +2.2% | +13.8% | -11.7% | +4.0% |
| All | +2.2% | +12.4% | -10.2% | +4.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling