+37.1%
NEE vs ATI
+361.7%
-324.6%
-28.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ATI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -1.6% | +2.1% | +0.6% |
| 7D | +1.1% | +3.2% | -2.1% | +0.9% |
| 30D | -0.2% | -9.0% | +8.8% | +0.4% |
| 3M | +0.5% | +15.1% | -14.6% | -0.6% |
| 6M | -6.5% | +38.1% | -44.7% | -9.0% |
| YTD | +6.7% | +80.7% | -74.0% | +1.9% |
| 1Y | +23.6% | +167.5% | -143.9% | +14.8% |
| 3Y | +37.1% | +366.0% | -328.9% | +10.5% |
| All | +37.1% | +361.7% | -324.6% | +10.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling