-81.2%
PATH vs NEE
+24.2%
-105.3%
-89.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -1.5% | +1.4% | +0.3% |
| 7D | -5.3% | +3.9% | -9.2% | -6.2% |
| 30D | -0.5% | +12.8% | -13.4% | -3.7% |
| 3M | -7.1% | +3.6% | -10.7% | -8.1% |
| 6M | +23.8% | -7.5% | +31.3% | +25.8% |
| YTD | -20.7% | +10.7% | -31.4% | -25.0% |
| 1Y | -8.1% | +9.1% | -17.1% | -13.0% |
| 3Y | -21.8% | +61.0% | -82.8% | -41.0% |
| 5Y | -76.8% | +16.3% | -93.1% | -80.2% |
| All | -81.2% | +24.2% | -105.3% | -84.5% |
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