+17.4%
NEE vs PLTU
+129.7%
-112.3%
-15.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -4.4% | +4.1% | -0.2% |
| 7D | -1.9% | -17.7% | +15.8% | -1.8% |
| 30D | -3.1% | -12.5% | +9.4% | -3.1% |
| 3M | -2.4% | +39.5% | -41.9% | -2.7% |
| 6M | -8.6% | -7.0% | -1.6% | -8.7% |
| YTD | +4.9% | -38.1% | +43.0% | +5.4% |
| 1Y | +19.4% | -36.0% | +55.4% | +19.4% |
| All | +17.4% | +129.7% | -112.3% | +9.8% |
Cumulative growth
Daily Returns
Daily percentage return beside PLTU.
Daily Out/Under-Performance
Portfolio return minus PLTU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PLTU 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 PLTU 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