+12.2%
NEE vs PDD
-22.7%
+34.9%
-45.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PDD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +0.7% | -1.5% | -0.8% |
| 7D | +1.9% | -4.1% | +6.0% | +2.1% |
| 30D | -2.2% | -9.6% | +7.4% | -1.8% |
| 3M | -1.2% | -4.3% | +3.1% | -1.1% |
| 6M | -8.6% | -18.8% | +10.2% | -7.9% |
| YTD | +6.2% | -27.5% | +33.7% | +7.4% |
| 1Y | +21.1% | -33.6% | +54.7% | +22.8% |
| 3Y | +36.4% | -20.4% | +56.8% | +35.9% |
| All | +12.2% | -22.7% | +34.9% | +9.9% |
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