-80.4%
PATH vs NEE
+26.3%
-106.7%
-89.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | +4.9% | -2.0% | +1.6% |
| 7D | -4.8% | +9.2% | -14.0% | -6.9% |
| 30D | +2.7% | +16.0% | -13.3% | -1.3% |
| 3M | -4.2% | +2.2% | -6.4% | -4.8% |
| 6M | +24.7% | -6.0% | +30.8% | +26.3% |
| YTD | -17.6% | +12.6% | -30.2% | -22.4% |
| 1Y | -5.3% | +11.4% | -16.7% | -10.9% |
| 3Y | -22.0% | +62.8% | -84.8% | -41.2% |
| 5Y | -76.5% | +19.4% | -95.9% | -80.0% |
| All | -80.4% | +26.3% | -106.7% | -84.0% |
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 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