+7,238.0%
NEE vs PCG
+103.4%
+7,134.6%
-47.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PCG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +2.4% | -3.2% | -1.2% |
| 7D | +1.9% | -13.9% | +15.8% | +4.2% |
| 30D | -2.2% | -16.9% | +14.7% | +0.6% |
| 3M | -1.2% | -14.7% | +13.6% | +1.1% |
| 6M | -8.6% | -23.8% | +15.3% | -4.5% |
| YTD | +6.2% | -10.5% | +16.7% | +7.5% |
| 1Y | +21.1% | -5.1% | +26.2% | +21.2% |
| 3Y | +36.4% | -11.6% | +48.0% | +38.1% |
| 5Y | +11.4% | +59.0% | -47.6% | +0.9% |
| 10Y | +250.0% | -75.7% | +325.7% | +270.2% |
| All | +7,238.0% | +103.4% | +7,134.6% | +3,601.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling