+17.6%
NEE vs AVAV
+18.1%
-0.6%
-45.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +10.5% | -11.9% | -2.1% |
| 7D | +3.9% | -10.6% | +14.5% | +4.5% |
| 30D | +12.8% | -18.8% | +31.6% | +14.2% |
| 3M | +3.6% | -34.1% | +37.7% | +6.2% |
| 6M | -7.5% | -35.3% | +27.8% | -5.6% |
| YTD | +10.7% | -53.4% | +64.1% | +14.5% |
| 1Y | +9.1% | -65.6% | +74.7% | +15.9% |
| 3Y | +61.0% | -5.1% | +66.1% | +43.5% |
| All | +17.6% | +18.1% | -0.6% | -8.7% |
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