+5,019.3%
NEE vs PAAS
+971.0%
+4,048.3%
-47.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PAAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +1.5% | -2.9% | -1.6% |
| 7D | +3.9% | +8.4% | -4.5% | +3.3% |
| 30D | +12.8% | -7.2% | +20.0% | +13.3% |
| 3M | +3.6% | -14.0% | +17.6% | +4.4% |
| 6M | -7.5% | -26.8% | +19.3% | -6.0% |
| YTD | +10.7% | -19.8% | +30.5% | +11.2% |
| 1Y | +9.1% | +22.8% | -13.8% | +6.3% |
| 3Y | +61.0% | +183.6% | -122.6% | +46.3% |
| 5Y | +16.3% | +73.8% | -57.5% | +7.9% |
| 10Y | +264.6% | +185.6% | +79.0% | +219.2% |
| All | +5,019.3% | +971.0% | +4,048.3% | +4,149.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling