-39.8%
BABA vs NEE
+12.0%
-51.8%
-62.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.2% | +0.2% | +0.1% |
| 7D | -13.8% | -2.1% | -11.7% | -13.3% |
| 30D | -15.1% | +8.6% | -23.7% | -16.8% |
| 3M | -22.7% | -0.3% | -22.5% | -22.7% |
| 6M | -34.7% | -8.9% | -25.8% | -33.3% |
| YTD | -35.0% | +8.3% | -43.4% | -36.9% |
| 1Y | -40.4% | +4.3% | -44.7% | -41.6% |
| 3Y | +21.9% | +70.7% | -48.8% | +0.9% |
| All | -39.8% | +12.0% | -51.8% | -48.0% |
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