+7,238.0%
NEE vs PSA
+14,185.8%
-6,947.8%
-47.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PSA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -1.2% | +0.5% | -0.4% |
| 7D | +1.9% | -3.7% | +5.6% | +2.9% |
| 30D | -2.2% | -7.7% | +5.6% | -0.1% |
| 3M | -1.2% | -0.6% | -0.6% | -1.2% |
| 6M | -8.6% | -0.9% | -7.6% | -8.6% |
| YTD | +6.2% | +18.7% | -12.5% | +1.3% |
| 1Y | +21.1% | +7.6% | +13.5% | +18.3% |
| 3Y | +36.4% | +23.7% | +12.7% | +28.3% |
| 5Y | +11.4% | +13.7% | -2.3% | +6.3% |
| 10Y | +250.0% | +98.9% | +151.1% | +192.2% |
| All | +7,238.0% | +14,185.8% | -6,947.8% | +3,948.5% |
Cumulative growth
Daily Returns
Daily percentage return beside PSA.
Daily Out/Under-Performance
Portfolio return minus PSA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PSA 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 PSA 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