+23.6%
NEE vs PCAR
+26.5%
-2.9%
-15.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PCAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -1.8% | +2.2% | +0.7% |
| 7D | +1.1% | 0.0% | +1.0% | +1.1% |
| 30D | -0.2% | -7.7% | +7.5% | +0.6% |
| 3M | +0.5% | +3.7% | -3.2% | +0.2% |
| 6M | -6.5% | +2.3% | -8.8% | -6.8% |
| YTD | +6.7% | +12.8% | -6.1% | +5.7% |
| 1Y | +23.6% | +27.8% | -4.2% | +22.8% |
| All | +23.6% | +26.5% | -2.9% | +22.8% |
Cumulative growth
Daily Returns
Daily percentage return beside PCAR.
Daily Out/Under-Performance
Portfolio return minus PCAR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PCAR 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 1y: compounded portfolio wealth divided by compounded PCAR 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…
1y analysis · Full analysis span regression · 6 months rolling