+1,093.8%
BAC vs NEE
+7,463.1%
-6,369.3%
-93.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.3% | +0.3% | +0.1% |
| 7D | -1.9% | -2.8% | +0.9% | -0.6% |
| 30D | -7.2% | +9.5% | -16.7% | -10.9% |
| 3M | -20.4% | +1.0% | -21.5% | -20.9% |
| 6M | +1.3% | -8.0% | +9.3% | +4.5% |
| YTD | -6.4% | +9.4% | -15.8% | -11.2% |
| 1Y | -3.5% | +3.1% | -6.7% | -6.1% |
| 3Y | +96.7% | +70.5% | +26.2% | +46.3% |
| 5Y | +20.6% | +15.2% | +5.4% | +3.7% |
| 10Y | +233.0% | +291.2% | -58.2% | +48.8% |
| All | +1,093.8% | +7,463.1% | -6,369.3% | +30.8% |
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