+253.2%
NEE vs PAAS
+218.1%
+35.1%
-45.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +3.7% | -5.1% | -1.8% |
| 7D | -0.5% | +2.6% | -3.2% | -0.9% |
| 30D | -1.7% | +2.5% | -4.2% | -2.2% |
| 3M | -1.8% | +15.1% | -16.9% | -3.9% |
| 6M | -8.8% | -12.1% | +3.2% | -8.3% |
| YTD | +5.2% | +3.1% | +2.1% | +3.1% |
| 1Y | +21.3% | +50.8% | -29.5% | +12.7% |
| 3Y | +35.2% | +259.5% | -224.3% | +9.7% |
| 5Y | +10.1% | +126.3% | -116.2% | -7.6% |
| 10Y | +253.2% | +239.7% | +13.5% | +170.2% |
| All | +253.2% | +218.1% | +35.1% | +170.2% |
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