+2,810.2%
NEE vs PWR
+8,356.0%
-5,545.8%
-47.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +4.3% | -4.6% | -0.7% |
| 7D | -2.8% | +4.7% | -7.5% | -3.4% |
| 30D | +9.5% | -12.5% | +22.0% | +10.5% |
| 3M | +1.0% | -9.3% | +10.4% | +1.5% |
| 6M | -8.0% | -22.2% | +14.2% | -6.5% |
| YTD | +9.4% | +44.2% | -34.7% | +4.2% |
| 1Y | +3.1% | +35.5% | -32.4% | -1.2% |
| 3Y | +70.5% | +250.4% | -180.0% | +46.7% |
| 5Y | +15.2% | +425.6% | -410.4% | -5.1% |
| 10Y | +291.2% | +1,874.2% | -1,583.0% | +182.5% |
| All | +2,810.2% | +8,356.0% | -5,545.8% | +1,873.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling