+40.7%
ABBV vs NEE
+11.3%
+29.4%
-15.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | +4.9% | -1.8% | +2.0% |
| 7D | +3.1% | +9.2% | -6.1% | +1.2% |
| 30D | +11.6% | +16.0% | -4.3% | +8.2% |
| 3M | +21.7% | +2.2% | +19.5% | +21.1% |
| 6M | +43.5% | -6.0% | +49.5% | +44.1% |
| YTD | +32.9% | +12.6% | +20.3% | +36.1% |
| 1Y | +40.7% | +11.4% | +29.3% | +44.9% |
| All | +40.7% | +11.3% | +29.4% | +44.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling