+285.0%
NEE vs ABT
+222.7%
+62.2%
-45.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ABT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -1.9% | +1.1% | -0.1% |
| 7D | -3.4% | -5.6% | +2.2% | -1.2% |
| 30D | +9.0% | +5.2% | +3.9% | +6.9% |
| 3M | +0.2% | -2.7% | +2.9% | +1.0% |
| 6M | -8.5% | +28.8% | -37.3% | -18.3% |
| YTD | +8.6% | -12.3% | +20.8% | +13.2% |
| 1Y | +2.2% | -14.7% | +16.8% | +7.7% |
| 3Y | +69.1% | +21.6% | +47.5% | +49.8% |
| 5Y | +13.0% | -7.8% | +20.8% | +12.2% |
| All | +285.0% | +222.7% | +62.2% | +170.1% |
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