+2,819.7%
NEE vs PWR
+8,011.0%
-5,191.3%
-47.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -1.4% | +0.7% | -0.5% |
| 7D | +2.3% | -11.2% | +13.5% | +3.2% |
| 30D | +11.5% | -17.4% | +28.9% | +13.1% |
| 3M | +2.6% | -11.7% | +14.4% | +3.3% |
| 6M | -6.0% | -21.7% | +15.7% | -4.5% |
| YTD | +9.8% | +38.3% | -28.5% | +5.0% |
| 1Y | +4.7% | +29.6% | -24.9% | +0.7% |
| 3Y | +71.0% | +236.1% | -165.1% | +47.8% |
| 5Y | +15.8% | +406.3% | -390.5% | -4.2% |
| 10Y | +287.3% | +1,796.7% | -1,509.4% | +180.9% |
| All | +2,819.7% | +8,011.0% | -5,191.3% | +1,888.3% |
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