-76.8%
PATH vs NEE
+19.1%
-95.9%
-83.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | -0.2% | -3.5% | -3.6% |
| 7D | -5.6% | +7.4% | -13.0% | -7.3% |
| 30D | -0.7% | +13.3% | -14.0% | -4.0% |
| 3M | -5.9% | +3.5% | -9.4% | -6.8% |
| 6M | +21.6% | -7.0% | +28.6% | +23.5% |
| YTD | -20.6% | +12.3% | -32.9% | -25.4% |
| 1Y | -10.6% | +10.5% | -21.1% | -15.8% |
| 3Y | -24.9% | +62.5% | -87.4% | -44.1% |
| 5Y | -76.8% | +18.0% | -94.8% | -80.9% |
| All | -76.8% | +19.1% | -95.9% | -80.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling