+187.2%
ABBV vs NEE
+9.7%
+177.5%
-21.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -0.3% | +1.9% | +1.7% |
| 7D | -2.0% | -1.9% | -0.1% | -1.7% |
| 30D | +2.0% | -3.1% | +5.1% | +2.5% |
| 3M | +14.2% | -2.4% | +16.6% | +14.7% |
| 6M | +14.1% | -8.6% | +22.7% | +15.8% |
| YTD | +14.2% | +4.9% | +9.3% | +13.2% |
| 1Y | +24.2% | +19.4% | +4.8% | +20.2% |
| 3Y | +89.8% | +34.9% | +54.9% | +79.4% |
| 5Y | +187.2% | +11.0% | +176.2% | +179.2% |
| All | +187.2% | +9.7% | +177.5% | +179.2% |
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