+10.4%
NEE vs PWR
+446.0%
-435.6%
-45.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +0.7% | -1.5% | -0.9% |
| 7D | +1.9% | +3.6% | -1.7% | +1.2% |
| 30D | -2.2% | -8.6% | +6.4% | -0.4% |
| 3M | -1.2% | -13.2% | +12.0% | +1.2% |
| 6M | -8.6% | +9.9% | -18.5% | -11.6% |
| YTD | +6.2% | +48.0% | -41.8% | -4.6% |
| 1Y | +21.1% | +66.2% | -45.1% | +5.4% |
| 3Y | +36.4% | +195.1% | -158.7% | -3.8% |
| All | +10.4% | +446.0% | -435.6% | -39.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling