+144.0%
NEE vs PDD
+210.2%
-66.2%
-45.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| 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% | -8.0% |
| YTD | +6.2% | -27.5% | +33.7% | +7.2% |
| 1Y | +21.1% | -33.6% | +54.7% | +22.6% |
| 3Y | +36.4% | -20.4% | +56.8% | +36.0% |
| 5Y | +11.4% | -19.6% | +30.9% | +8.5% |
| All | +144.0% | +210.2% | -66.2% | +135.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling