+2,723.6%
NEE vs PWR
+8,583.6%
-5,860.0%
-47.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +0.7% | -1.5% | -0.8% |
| 7D | +1.9% | +3.6% | -1.7% | +1.6% |
| 30D | -2.2% | -8.6% | +6.4% | -1.3% |
| 3M | -1.2% | -13.2% | +12.0% | -0.1% |
| 6M | -8.6% | +9.9% | -18.5% | -9.9% |
| YTD | +6.2% | +48.0% | -41.8% | +1.4% |
| 1Y | +21.1% | +66.2% | -45.1% | +14.1% |
| 3Y | +36.4% | +195.1% | -158.7% | +20.0% |
| 5Y | +11.4% | +442.6% | -431.2% | -8.1% |
| 10Y | +250.0% | +2,334.2% | -2,084.2% | +149.7% |
| All | +2,723.6% | +8,583.6% | -5,860.0% | +1,819.9% |
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