+161.2%
PANW vs NEE
+34.3%
+126.9%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -0.2% | -2.2% | -2.3% |
| 7D | -0.8% | -1.3% | +0.6% | -0.9% |
| 30D | -14.6% | -3.3% | -11.2% | -14.7% |
| 3M | +18.3% | -2.3% | +20.5% | +18.2% |
| 6M | +100.5% | -8.9% | +109.3% | +99.7% |
| YTD | +79.5% | +4.8% | +74.7% | +78.9% |
| 1Y | +66.7% | +18.7% | +48.0% | +66.7% |
| 3Y | +161.2% | +33.2% | +128.0% | +146.6% |
| All | +161.2% | +34.3% | +126.9% | +146.6% |
Cumulative growth
Daily Returns
Daily percentage return beside NEE.
Daily Out/Under-Performance
Portfolio return minus NEE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NEE 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 NEE 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