+10.1%
NEE vs ABT
-10.2%
+20.3%
-45.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ABT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.3% | -1.1% | -1.3% |
| 7D | -0.5% | -4.7% | +4.2% | +1.0% |
| 30D | -1.7% | -3.1% | +1.4% | -0.8% |
| 3M | -1.8% | +16.1% | -18.0% | -7.4% |
| 6M | -8.8% | -5.3% | -3.5% | -7.1% |
| YTD | +5.2% | -14.4% | +19.6% | +11.3% |
| 1Y | +21.3% | -18.4% | +39.8% | +30.7% |
| 3Y | +35.2% | +11.2% | +24.0% | +24.2% |
| 5Y | +10.1% | -9.4% | +19.5% | +8.0% |
| All | +10.1% | -10.2% | +20.3% | +8.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling