+244.8%
NEE vs ABT
+201.3%
+43.6%
-45.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ABT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -1.4% | +1.2% | +0.4% |
| 7D | -1.3% | -5.9% | +4.5% | +1.0% |
| 30D | -3.3% | -8.1% | +4.8% | -0.2% |
| 3M | -2.3% | +14.5% | -16.8% | -8.1% |
| 6M | -8.9% | -6.3% | -2.6% | -7.3% |
| YTD | +4.8% | -17.1% | +21.9% | +11.7% |
| 1Y | +18.7% | -21.4% | +40.1% | +29.3% |
| 3Y | +33.2% | +5.9% | +27.3% | +25.3% |
| 5Y | +10.9% | -12.8% | +23.6% | +12.4% |
| All | +244.8% | +201.3% | +43.6% | +146.0% |
Cumulative growth
Daily Returns
Daily percentage return beside ABT.
Daily Out/Under-Performance
Portfolio return minus ABT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ABT 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 10y: compounded portfolio wealth divided by compounded ABT 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…
10y analysis · Full analysis span regression · 6 months rolling