+7,864.8%
NEE vs AZO
+41,812.3%
-33,947.5%
-47.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AZO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -1.0% | +0.8% | -0.1% |
| 7D | -1.9% | -2.9% | +1.0% | -1.4% |
| 30D | -3.1% | -5.3% | +2.2% | -2.3% |
| 3M | -2.4% | -7.3% | +4.9% | -1.4% |
| 6M | -8.6% | -22.7% | +14.1% | -5.0% |
| YTD | +4.9% | -15.0% | +20.0% | +7.2% |
| 1Y | +19.4% | -32.2% | +51.6% | +26.5% |
| 3Y | +34.9% | +10.0% | +24.8% | +30.9% |
| 5Y | +11.0% | +85.8% | -74.8% | -1.8% |
| 10Y | +252.3% | +298.9% | -46.5% | +173.7% |
| All | +7,864.8% | +41,812.3% | -33,947.5% | +3,956.3% |
Cumulative growth
Daily Returns
Daily percentage return beside AZO.
Daily Out/Under-Performance
Portfolio return minus AZO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AZO 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 AZO 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