+37.1%
NEE vs PWR
+206.3%
-169.2%
-28.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +2.3% | -1.9% | +0.2% |
| 7D | +1.1% | +4.5% | -3.4% | +0.5% |
| 30D | -0.2% | -4.9% | +4.7% | +0.4% |
| 3M | +0.5% | -7.9% | +8.4% | +1.4% |
| 6M | -6.5% | +18.3% | -24.9% | -9.4% |
| YTD | +6.7% | +51.5% | -44.8% | -0.4% |
| 1Y | +23.6% | +70.3% | -46.7% | +13.2% |
| 3Y | +37.1% | +210.6% | -173.5% | +3.6% |
| All | +37.1% | +206.3% | -169.2% | +3.6% |
Cumulative growth
Daily Returns
Daily percentage return beside PWR.
Daily Out/Under-Performance
Portfolio return minus PWR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PWR 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 3y: compounded portfolio wealth divided by compounded PWR 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…
3y analysis · Full analysis span regression · 6 months rolling