+1,683.3%
BE vs NEE
+34.9%
+1,648.5%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -1.4% | -1.5% | -2.1% |
| 7D | +23.9% | -0.5% | +24.5% | +24.4% |
| 30D | +27.8% | -1.7% | +29.5% | +29.2% |
| 3M | +3.7% | -1.8% | +5.6% | +4.2% |
| 6M | +78.0% | -8.8% | +86.8% | +86.1% |
| YTD | +209.9% | +5.2% | +204.7% | +196.6% |
| 1Y | +389.6% | +21.3% | +368.3% | +329.9% |
| All | +1,683.3% | +34.9% | +1,648.5% | +1,148.0% |
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