+55.3%
BE vs NEE
+11.3%
+44.0%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.4% | +4.9% | -11.2% | -6.9% |
| 7D | -12.1% | +9.2% | -21.3% | -13.6% |
| 30D | -30.1% | +16.0% | -46.0% | -33.1% |
| 3M | -12.1% | +2.2% | -14.3% | -11.4% |
| 6M | -30.6% | -6.0% | -24.6% | -27.8% |
| YTD | +130.6% | +12.6% | +118.1% | +101.2% |
| 1Y | +55.3% | +11.4% | +43.9% | +29.6% |
| All | +55.3% | +11.3% | +44.0% | +29.6% |
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