+11.4%
NEE vs AVAV
-68.0%
+79.4%
-21.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | -8.3% | +13.2% | +4.9% |
| 7D | +9.2% | -10.1% | +19.3% | +9.2% |
| 30D | +16.0% | -18.7% | +34.7% | +16.0% |
| 3M | +2.2% | -33.0% | +35.2% | +2.3% |
| 6M | -6.0% | -37.2% | +31.2% | -5.6% |
| YTD | +12.6% | -53.2% | +65.8% | +14.0% |
| 1Y | +11.4% | -69.0% | +80.4% | +18.8% |
| All | +11.4% | -68.0% | +79.4% | +18.8% |
Cumulative growth
Daily Returns
Daily percentage return beside AVAV.
Daily Out/Under-Performance
Portfolio return minus AVAV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AVAV 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 AVAV 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