+17.6%
NEE vs PAAS
+71.7%
-54.1%
-45.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PAAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +1.5% | -2.9% | -1.7% |
| 7D | +3.9% | +8.4% | -4.5% | +2.8% |
| 30D | +12.8% | -7.2% | +20.0% | +13.7% |
| 3M | +3.6% | -14.0% | +17.6% | +5.0% |
| 6M | -7.5% | -26.8% | +19.3% | -4.6% |
| YTD | +10.7% | -19.8% | +30.5% | +11.3% |
| 1Y | +9.1% | +22.8% | -13.8% | +2.1% |
| 3Y | +61.0% | +183.6% | -122.6% | +24.5% |
| All | +17.6% | +71.7% | -54.1% | -3.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling