+36.3%
BABA vs NEE
+60.0%
-23.8%
-49.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -1.5% | +2.8% | +1.5% |
| 7D | +11.6% | +3.9% | +7.8% | +11.0% |
| 30D | +2.3% | +12.8% | -10.5% | +0.4% |
| 3M | -13.7% | +3.6% | -17.2% | -14.1% |
| 6M | -21.9% | -7.5% | -14.4% | -20.9% |
| YTD | -24.6% | +10.7% | -35.3% | -26.6% |
| 1Y | -34.1% | +9.1% | -43.2% | -35.7% |
| 3Y | +36.3% | +61.0% | -24.7% | +19.2% |
| All | +36.3% | +60.0% | -23.8% | +19.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling