+26.5%
BAC vs NEE
+19.1%
+7.4%
-17.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.7% | +0.2% | -0.5% |
| 7D | +0.6% | +1.9% | -1.4% | +0.5% |
| 30D | -0.9% | -2.2% | +1.3% | -0.8% |
| 3M | +16.3% | -1.2% | +17.5% | +16.4% |
| 6M | +26.0% | -8.6% | +34.5% | +26.1% |
| YTD | +15.2% | +6.2% | +9.0% | +12.0% |
| 1Y | +26.5% | +21.1% | +5.4% | +25.3% |
| All | +26.5% | +19.1% | +7.4% | +25.3% |
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