+12.2%
NEE vs PCG
+58.3%
-46.1%
-45.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PCG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +2.4% | -3.2% | -1.6% |
| 7D | +1.9% | -13.9% | +15.8% | +6.2% |
| 30D | -2.2% | -16.9% | +14.7% | +3.1% |
| 3M | -1.2% | -14.7% | +13.6% | +2.9% |
| 6M | -8.6% | -23.8% | +15.3% | -0.5% |
| YTD | +6.2% | -10.5% | +16.7% | +8.2% |
| 1Y | +21.1% | -5.1% | +26.2% | +20.2% |
| 3Y | +36.4% | -11.6% | +48.0% | +38.4% |
| All | +12.2% | +58.3% | -46.1% | +0.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling