-3.1%
BAC vs NEE
+5.4%
-8.5%
-23.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.7% | +0.9% | +0.3% |
| 7D | +2.1% | +2.3% | -0.2% | +1.9% |
| 30D | -6.7% | +11.5% | -18.2% | -7.2% |
| 3M | -20.2% | +2.6% | -22.9% | -20.5% |
| 6M | -0.2% | -6.0% | +5.7% | -1.0% |
| YTD | -6.4% | +9.8% | -16.2% | -10.3% |
| 1Y | -3.1% | +4.7% | -7.8% | -6.4% |
| All | -3.1% | +5.4% | -8.5% | -6.4% |
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