-21.8%
PATH vs NEE
+60.0%
-81.9%
-65.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -1.5% | +1.4% | -0.1% |
| 7D | -5.3% | +3.9% | -9.2% | -5.3% |
| 30D | -0.5% | +12.8% | -13.4% | -0.5% |
| 3M | -7.1% | +3.6% | -10.7% | -7.2% |
| 6M | +23.8% | -7.5% | +31.3% | +24.1% |
| YTD | -20.7% | +10.7% | -31.4% | -22.7% |
| 1Y | -8.1% | +9.1% | -17.1% | -10.5% |
| 3Y | -21.8% | +61.0% | -82.8% | -37.4% |
| All | -21.8% | +60.0% | -81.9% | -37.4% |
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