+245.4%
NEE vs ATI
+1,155.5%
-910.1%
-45.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ATI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -3.7% | +3.4% | +0.1% |
| 7D | -1.9% | -2.7% | +0.8% | -1.7% |
| 30D | -3.1% | -13.5% | +10.4% | -1.8% |
| 3M | -2.4% | +8.5% | -10.9% | -3.5% |
| 6M | -8.6% | +25.2% | -33.8% | -11.1% |
| YTD | +4.9% | +73.4% | -68.5% | -1.3% |
| 1Y | +19.4% | +160.5% | -141.1% | +7.6% |
| 3Y | +34.9% | +347.3% | -312.4% | +12.4% |
| 5Y | +11.0% | +1,049.0% | -1,037.9% | -16.7% |
| All | +245.4% | +1,155.5% | -910.1% | +133.8% |
Cumulative growth
Daily Returns
Daily percentage return beside ATI.
Daily Out/Under-Performance
Portfolio return minus ATI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ATI 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 ATI 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