+7,238.0%
NEE vs PEG
+2,907.1%
+4,330.9%
-47.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PEG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.1% | -0.6% | -0.7% |
| 7D | +1.9% | +0.7% | +1.2% | +1.5% |
| 30D | -2.2% | -2.4% | +0.3% | -0.7% |
| 3M | -1.2% | -4.8% | +3.6% | +1.8% |
| 6M | -8.6% | -10.7% | +2.1% | -2.1% |
| YTD | +6.2% | -6.7% | +12.9% | +10.6% |
| 1Y | +21.1% | -6.8% | +28.0% | +25.9% |
| 3Y | +36.4% | +34.5% | +1.9% | +12.1% |
| 5Y | +11.4% | +35.8% | -24.4% | -9.2% |
| 10Y | +250.0% | +141.7% | +108.2% | +98.5% |
| All | +7,238.0% | +2,907.1% | +4,330.9% | +975.1% |
Cumulative growth
Daily Returns
Daily percentage return beside PEG.
Daily Out/Under-Performance
Portfolio return minus PEG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PEG 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 PEG 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