-81.4%
PATH vs NEE
+23.2%
-104.6%
-89.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.7% | -0.5% | -1.0% |
| 7D | -2.3% | +2.3% | -4.6% | -2.9% |
| 30D | -4.8% | +11.5% | -16.3% | -7.5% |
| 3M | -17.7% | +2.6% | -20.3% | -18.3% |
| 6M | +18.9% | -6.0% | +24.9% | +20.2% |
| YTD | -21.7% | +9.8% | -31.5% | -25.9% |
| 1Y | -9.6% | +4.7% | -14.3% | -13.2% |
| 3Y | -25.8% | +71.0% | -96.9% | -45.9% |
| 5Y | -77.1% | +15.8% | -92.9% | -80.4% |
| All | -81.4% | +23.2% | -104.6% | -84.7% |
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 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