+7,238.0%
NEE vs PTC
+6,346.6%
+891.3%
-47.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -6.0% | +5.3% | -0.3% |
| 7D | +1.9% | -10.3% | +12.2% | +2.8% |
| 30D | -2.2% | +1.1% | -3.3% | -2.3% |
| 3M | -1.2% | +1.6% | -2.8% | -1.6% |
| 6M | -8.6% | -13.5% | +4.9% | -7.9% |
| YTD | +6.2% | -19.1% | +25.2% | +7.4% |
| 1Y | +21.1% | -33.9% | +55.0% | +24.4% |
| 3Y | +36.4% | -3.9% | +40.3% | +35.3% |
| 5Y | +11.4% | +6.0% | +5.3% | +9.1% |
| 10Y | +250.0% | +223.7% | +26.2% | +212.9% |
| All | +7,238.0% | +6,346.6% | +891.3% | +5,078.7% |
Cumulative growth
Daily Returns
Daily percentage return beside PTC.
Daily Out/Under-Performance
Portfolio return minus PTC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PTC 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 PTC 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