-78.0%
PATH vs NEE
+19.2%
-97.1%
-89.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -16.6% | -0.7% | -15.9% | -16.4% |
| 7D | -16.3% | +1.9% | -18.3% | -16.7% |
| 30D | +9.9% | -2.2% | +12.1% | +10.5% |
| 3M | +30.2% | -1.2% | +31.3% | +30.3% |
| 6M | +37.2% | -8.6% | +45.8% | +39.1% |
| YTD | -7.3% | +6.2% | -13.5% | -11.4% |
| 1Y | +40.0% | +21.1% | +18.9% | +27.2% |
| 3Y | -4.4% | +36.4% | -40.8% | -22.0% |
| 5Y | -76.0% | +11.4% | -87.4% | -79.5% |
| All | -78.0% | +19.2% | -97.1% | -81.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling