+23.6%
NEE vs PCG
-0.4%
+24.0%
-15.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PCG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +3.6% | -3.2% | -0.3% |
| 7D | +1.1% | +5.4% | -4.3% | -0.2% |
| 30D | -0.2% | -15.1% | +14.9% | +3.4% |
| 3M | +0.5% | -9.8% | +10.3% | +1.4% |
| 6M | -6.5% | -18.0% | +11.5% | -2.2% |
| YTD | +6.7% | -7.2% | +13.9% | +6.6% |
| 1Y | +23.6% | +2.9% | +20.7% | +19.2% |
| All | +23.6% | -0.4% | +24.0% | +19.2% |
Cumulative growth
Daily Returns
Daily percentage return beside PCG.
Daily Out/Under-Performance
Portfolio return minus PCG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PCG 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 PCG 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