+281.9%
NEE vs PAAS
+178.0%
+103.9%
-45.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +2.9% | -3.0% | -0.4% |
| 7D | +2.2% | +8.8% | -6.7% | +1.2% |
| 30D | +12.3% | -8.5% | +20.7% | +13.2% |
| 3M | +3.4% | -17.0% | +20.4% | +5.2% |
| 6M | -5.3% | -27.9% | +22.6% | -2.5% |
| YTD | +10.6% | -17.5% | +28.0% | +11.0% |
| 1Y | +6.5% | +22.8% | -16.4% | +1.3% |
| 3Y | +73.5% | +224.2% | -150.7% | +42.4% |
| 5Y | +17.0% | +73.6% | -56.7% | +1.0% |
| 10Y | +281.9% | +186.4% | +95.5% | +196.4% |
| All | +281.9% | +178.0% | +103.9% | +196.4% |
Cumulative growth
Daily Returns
Daily percentage return beside PAAS.
Daily Out/Under-Performance
Portfolio return minus PAAS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PAAS 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 10y: compounded portfolio wealth divided by compounded PAAS 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…
10y analysis · Full analysis span regression · 6 months rolling