+11.5%
NEE vs PDD
-16.7%
+28.1%
-45.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PDD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +1.9% | -2.1% | -0.3% |
| 7D | -2.1% | -4.9% | +2.8% | -1.9% |
| 30D | +8.6% | -3.0% | +11.7% | +8.7% |
| 3M | -0.3% | -6.2% | +5.9% | -0.1% |
| 6M | -8.9% | -20.7% | +11.8% | -8.2% |
| YTD | +8.3% | -30.4% | +38.7% | +9.7% |
| 1Y | +4.3% | -41.3% | +45.5% | +6.3% |
| 3Y | +70.7% | -27.7% | +98.4% | +70.8% |
| All | +11.5% | -16.7% | +28.1% | +14.0% |
Cumulative growth
Daily Returns
Daily percentage return beside PDD.
Daily Out/Under-Performance
Portfolio return minus PDD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PDD 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 PDD 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