-21.8%
PATH vs NEE
+62.4%
-84.2%
-65.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | -0.2% | -3.5% | -3.7% |
| 7D | -5.6% | +7.4% | -13.0% | -5.5% |
| 30D | -0.7% | +13.3% | -14.0% | -0.6% |
| 3M | -5.9% | +3.5% | -9.4% | -5.9% |
| 6M | +21.6% | -7.0% | +28.6% | +22.0% |
| YTD | -20.6% | +12.3% | -32.9% | -22.7% |
| 1Y | -10.6% | +10.5% | -21.1% | -12.9% |
| All | -21.8% | +62.4% | -84.2% | -37.3% |
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 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