+1,218.2%
BE vs NEE
+9.7%
+1,208.5%
-75.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -0.3% | -3.8% | -3.8% |
| 7D | +9.7% | -1.9% | +11.7% | +11.3% |
| 30D | +22.4% | -3.1% | +25.5% | +25.4% |
| 3M | +10.4% | -2.4% | +12.8% | +11.6% |
| 6M | +67.9% | -8.6% | +76.4% | +77.6% |
| YTD | +197.5% | +4.9% | +192.6% | +181.8% |
| 1Y | +310.6% | +19.4% | +291.2% | +250.3% |
| 3Y | +1,657.2% | +34.9% | +1,622.4% | +1,161.4% |
| 5Y | +1,218.2% | +11.0% | +1,207.1% | +994.5% |
| All | +1,218.2% | +9.7% | +1,208.5% | +994.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling