-8.6%
NEE vs PSLV
-28.4%
+19.8%
-15.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | PSLV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -5.3% | +5.0% | -0.2% |
| 7D | -1.9% | -4.9% | +2.9% | -1.9% |
| 30D | -3.1% | -1.9% | -1.2% | -3.1% |
| 3M | -2.4% | +4.2% | -6.6% | -2.5% |
| 6M | -8.6% | -27.6% | +19.0% | -6.7% |
| All | -8.6% | -28.4% | +19.8% | -6.7% |
Cumulative growth
Daily Returns
Daily percentage return beside PSLV.
Daily Out/Under-Performance
Portfolio return minus PSLV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PSLV 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 6mo: compounded portfolio wealth divided by compounded PSLV 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…
6mo analysis · Full analysis span regression · 6 months rolling