+17.7%
NEE vs PLTU
+140.2%
-122.5%
-15.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.8% | -0.6% | -1.4% |
| 7D | -0.5% | -0.8% | +0.2% | -0.5% |
| 30D | -1.7% | -8.8% | +7.1% | -1.7% |
| 3M | -1.8% | +41.7% | -43.5% | -2.1% |
| 6M | -8.8% | -9.3% | +0.4% | -8.9% |
| YTD | +5.2% | -35.2% | +40.4% | +5.7% |
| 1Y | +21.3% | -29.5% | +50.8% | +21.2% |
| All | +17.7% | +140.2% | -122.5% | +10.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling