+28.0%
NBIS vs NEE
+11.3%
+16.8%
-50.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.7% | +4.9% | -11.6% | -5.7% |
| 7D | -22.4% | +9.2% | -31.6% | -21.4% |
| 30D | -39.1% | +16.0% | -55.1% | -38.6% |
| 3M | -37.3% | +2.2% | -39.5% | -36.1% |
| 6M | -19.8% | -6.0% | -13.8% | -16.8% |
| YTD | +69.1% | +12.6% | +56.5% | +63.3% |
| 1Y | +28.0% | +11.4% | +16.6% | +20.7% |
| All | +28.0% | +11.3% | +16.8% | +20.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling