+7,169.4%
NEE vs PNC
+4,015.6%
+3,153.8%
-47.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.9% | -0.5% | -1.3% |
| 7D | -0.5% | -0.7% | +0.2% | -0.4% |
| 30D | -1.7% | -4.4% | +2.7% | -1.0% |
| 3M | -1.8% | +4.5% | -6.3% | -2.6% |
| 6M | -8.8% | +19.1% | -27.9% | -11.6% |
| YTD | +5.2% | +18.0% | -12.8% | +2.0% |
| 1Y | +21.3% | +24.1% | -2.7% | +16.6% |
| 3Y | +35.2% | +130.0% | -94.8% | +16.1% |
| 5Y | +10.1% | +50.4% | -40.3% | +0.4% |
| 10Y | +253.2% | +271.3% | -18.1% | +170.5% |
| All | +7,169.4% | +4,015.6% | +3,153.8% | +3,344.9% |
Cumulative growth
Daily Returns
Daily percentage return beside PNC.
Daily Out/Under-Performance
Portfolio return minus PNC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PNC 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 PNC 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