+248.8%
NBIS vs NEE
+19.1%
+229.7%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.5% | -0.7% | +8.2% | +7.7% |
| 7D | +8.2% | +1.9% | +6.3% | +7.7% |
| 30D | +3.4% | -2.2% | +5.5% | +4.0% |
| 3M | -12.8% | -1.2% | -11.6% | -12.9% |
| 6M | +131.5% | -8.6% | +140.1% | +136.5% |
| YTD | +170.5% | +6.2% | +164.3% | +149.0% |
| 1Y | +248.8% | +21.1% | +227.7% | +215.3% |
| All | +248.8% | +19.1% | +229.7% | +215.3% |
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