+911.5%
BE vs NEE
+142.7%
+768.7%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.4% | -0.7% | +8.1% | +7.9% |
| 7D | +20.0% | +1.9% | +18.0% | +18.2% |
| 30D | +7.9% | -2.2% | +10.1% | +9.8% |
| 3M | -13.2% | -1.2% | -12.0% | -13.1% |
| 6M | +53.5% | -8.6% | +62.0% | +62.9% |
| YTD | +191.0% | +6.2% | +184.8% | +173.1% |
| 1Y | +360.5% | +21.1% | +339.4% | +288.1% |
| 3Y | +1,568.0% | +36.4% | +1,531.6% | +1,097.5% |
| 5Y | +1,055.2% | +11.4% | +1,043.8% | +892.3% |
| All | +911.5% | +142.7% | +768.7% | +625.2% |
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