+1,874.3%
BE vs NEE
+70.8%
+1,803.5%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.0% | -0.3% | +13.3% | +13.1% |
| 7D | +4.5% | -2.8% | +7.3% | +5.9% |
| 30D | -20.1% | +9.5% | -29.7% | -24.5% |
| 3M | -0.8% | +1.0% | -1.9% | -1.9% |
| 6M | -26.2% | -8.0% | -18.2% | -23.3% |
| YTD | +141.1% | +9.4% | +131.6% | +124.3% |
| 1Y | +64.8% | +3.1% | +61.7% | +59.3% |
| All | +1,874.3% | +70.8% | +1,803.5% | +941.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling