-11.5%
BA vs NEE
+6.1%
-17.7%
-33.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.1% | -0.5% | -0.6% |
| 7D | -1.7% | +2.2% | -3.9% | -2.1% |
| 30D | -9.5% | +12.3% | -21.7% | -11.3% |
| 3M | -26.5% | +3.4% | -29.8% | -26.8% |
| 6M | -27.4% | -5.3% | -22.1% | -26.5% |
| YTD | -20.6% | +10.6% | -31.2% | -20.8% |
| All | -11.5% | +6.1% | -17.7% | -11.2% |
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 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