+1,470.1%
BA vs NEE
+7,547.6%
-6,077.4%
-77.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -1.5% | +2.0% | +1.1% |
| 7D | +1.1% | +3.9% | -2.8% | -0.5% |
| 30D | -7.9% | +12.8% | -20.8% | -12.6% |
| 3M | -25.3% | +3.6% | -28.9% | -26.6% |
| 6M | -24.6% | -7.5% | -17.1% | -22.5% |
| YTD | -20.1% | +10.7% | -30.8% | -24.1% |
| 1Y | -11.8% | +9.1% | -20.8% | -15.8% |
| 3Y | -10.1% | +61.0% | -71.1% | -30.3% |
| 5Y | -22.7% | +16.3% | -39.0% | -32.2% |
| 10Y | +35.1% | +264.6% | -229.5% | -26.6% |
| All | +1,470.1% | +7,547.6% | -6,077.4% | +168.8% |
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