+57.8%
NEE vs AS
+134.9%
-77.0%
-23.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +0.5% | -2.0% | -1.5% |
| 7D | +3.9% | +6.9% | -3.1% | +3.7% |
| 30D | +12.8% | +16.0% | -3.2% | +12.4% |
| 3M | +3.6% | -12.8% | +16.4% | +3.9% |
| 6M | -7.5% | -15.4% | +7.9% | -7.2% |
| YTD | +10.7% | -15.7% | +26.4% | +10.8% |
| 1Y | +9.1% | +6.1% | +3.0% | +8.3% |
| All | +57.8% | +134.9% | -77.0% | +47.2% |
Cumulative growth
Daily Returns
Daily percentage return beside AS.
Daily Out/Under-Performance
Portfolio return minus AS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AS 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 AS 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