+21.1%
NEE vs AU
+100.5%
-79.4%
-15.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -2.3% | +1.6% | -0.6% |
| 7D | +1.9% | -3.6% | +5.6% | +2.1% |
| 30D | -2.2% | +23.9% | -26.0% | -3.4% |
| 3M | -1.2% | +19.1% | -20.3% | -2.3% |
| 6M | -8.6% | -0.2% | -8.4% | -8.7% |
| YTD | +6.2% | +32.5% | -26.3% | +3.3% |
| 1Y | +21.1% | +96.9% | -75.8% | +16.6% |
| All | +21.1% | +100.5% | -79.4% | +16.6% |
Cumulative growth
Daily Returns
Daily percentage return beside AU.
Daily Out/Under-Performance
Portfolio return minus AU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AU 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 AU 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