+668.0%
BE vs NEE
+147.7%
+520.3%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | -0.2% | -4.7% | -4.8% |
| 7D | +10.8% | -2.1% | +12.9% | +12.6% |
| 30D | -19.8% | +8.6% | -28.4% | -25.8% |
| 3M | -18.7% | -0.3% | -18.4% | -19.5% |
| 6M | -33.7% | -8.9% | -24.8% | -29.9% |
| YTD | +121.0% | +8.3% | +112.6% | +101.6% |
| 1Y | +85.4% | +4.3% | +81.2% | +74.0% |
| 3Y | +1,709.5% | +70.7% | +1,638.8% | +969.8% |
| 5Y | +462.2% | +12.8% | +449.4% | +374.6% |
| All | +668.0% | +147.7% | +520.3% | +435.2% |
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