+2,623.3%
NEE vs AU
+783.5%
+1,839.8%
-47.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -1.1% | +1.6% | +0.6% |
| 7D | +1.1% | -0.3% | +1.4% | +1.1% |
| 30D | -0.2% | +12.8% | -13.0% | -1.4% |
| 3M | +0.5% | +28.5% | -27.9% | -2.0% |
| 6M | -6.5% | +4.8% | -11.3% | -7.7% |
| YTD | +6.7% | +31.0% | -24.3% | +3.0% |
| 1Y | +23.6% | +81.4% | -57.8% | +15.7% |
| 3Y | +37.1% | +618.4% | -581.3% | +12.3% |
| 5Y | +10.9% | +686.3% | -675.4% | -10.9% |
| 10Y | +245.4% | +664.5% | -419.2% | +167.8% |
| All | +2,623.3% | +783.5% | +1,839.8% | +1,974.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling