+27.9%
NEE vs PL
+45.6%
-17.7%
-45.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.7% | 0.0% | -0.6% |
| 7D | +2.3% | +5.6% | -3.3% | +1.9% |
| 30D | +11.5% | -16.9% | +28.4% | +12.3% |
| 3M | +2.6% | -38.2% | +40.8% | +4.7% |
| 6M | -6.0% | -63.4% | +57.5% | -2.1% |
| YTD | +9.8% | -27.6% | +37.4% | +8.9% |
| 1Y | +4.7% | +6.6% | -1.9% | +0.9% |
| 3Y | +71.0% | +557.6% | -486.6% | +35.9% |
| 5Y | +15.8% | +39.5% | -23.7% | -1.1% |
| All | +27.9% | +45.6% | -17.7% | +9.1% |
Cumulative growth
Daily Returns
Daily percentage return beside PL.
Daily Out/Under-Performance
Portfolio return minus PL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PL 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 10y: compounded portfolio wealth divided by compounded PL 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…
10y analysis · Full analysis span regression · 6 months rolling