+11.5%
NEE vs PR
+273.3%
-261.8%
-45.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +1.2% | -1.4% | -0.3% |
| 7D | -2.1% | +6.0% | -8.1% | -2.5% |
| 30D | +8.6% | -4.2% | +12.8% | +8.8% |
| 3M | -0.3% | +10.0% | -10.3% | -1.3% |
| 6M | -8.9% | +15.6% | -24.5% | -10.3% |
| YTD | +8.3% | +68.2% | -59.8% | +3.2% |
| 1Y | +4.3% | +79.2% | -74.9% | -1.3% |
| 3Y | +70.7% | +94.9% | -24.2% | +58.3% |
| All | +11.5% | +273.3% | -261.8% | -0.2% |
Cumulative growth
Daily Returns
Daily percentage return beside PR.
Daily Out/Under-Performance
Portfolio return minus PR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PR 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 PR 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