-81.0%
PATH vs NEE
+22.8%
-103.8%
-89.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | -0.3% | +2.7% | +2.5% |
| 7D | -2.7% | -2.8% | 0.0% | -2.0% |
| 30D | -1.4% | +9.5% | -10.9% | -3.7% |
| 3M | -16.4% | +1.0% | -17.5% | -16.7% |
| 6M | +23.3% | -8.0% | +31.2% | +25.5% |
| YTD | -19.8% | +9.4% | -29.3% | -24.0% |
| 1Y | -8.6% | +3.1% | -11.7% | -11.7% |
| 3Y | -24.0% | +70.5% | -94.5% | -44.5% |
| 5Y | -77.1% | +15.2% | -92.3% | -80.4% |
| All | -81.0% | +22.8% | -103.8% | -84.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling