-6.1%
PATH vs NEE
+36.5%
-42.6%
-65.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -16.6% | -0.7% | -15.9% | -16.6% |
| 7D | -16.3% | +1.9% | -18.3% | -16.3% |
| 30D | +9.9% | -2.2% | +12.1% | +9.9% |
| 3M | +30.2% | -1.2% | +31.3% | +30.1% |
| 6M | +37.2% | -8.6% | +45.8% | +37.3% |
| YTD | -7.3% | +6.2% | -13.5% | -9.3% |
| 1Y | +40.0% | +21.1% | +18.9% | +34.5% |
| All | -6.1% | +36.5% | -42.6% | -21.0% |
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