+316.7%
PANW vs NEE
+9.6%
+307.1%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -0.2% | -2.2% | -2.3% |
| 7D | -0.8% | -1.3% | +0.6% | -0.6% |
| 30D | -14.6% | -3.3% | -11.2% | -14.2% |
| 3M | +18.3% | -2.3% | +20.5% | +18.6% |
| 6M | +100.5% | -8.9% | +109.3% | +102.5% |
| YTD | +79.5% | +4.8% | +74.7% | +76.2% |
| 1Y | +66.7% | +18.7% | +48.0% | +59.6% |
| 3Y | +161.2% | +33.2% | +128.0% | +136.8% |
| All | +316.7% | +9.6% | +307.1% | +296.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling