+12.2%
NEE vs AVAV
+39.7%
-27.4%
-45.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -1.7% | +1.0% | -0.6% |
| 7D | +1.9% | -2.2% | +4.2% | +2.1% |
| 30D | -2.2% | -13.9% | +11.8% | -1.2% |
| 3M | -1.2% | -29.2% | +28.1% | +0.8% |
| 6M | -8.6% | -36.1% | +27.6% | -6.4% |
| YTD | +6.2% | -40.2% | +46.4% | +8.3% |
| 1Y | +21.1% | -36.2% | +57.3% | +22.2% |
| 3Y | +36.4% | +47.5% | -11.1% | +15.8% |
| All | +12.2% | +39.7% | -27.4% | -11.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling