+7,238.0%
NEE vs ABT
+6,741.2%
+496.8%
-47.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ABT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.4% | -0.3% | -0.6% |
| 7D | +1.9% | -3.7% | +5.6% | +2.9% |
| 30D | -2.2% | +2.5% | -4.6% | -2.9% |
| 3M | -1.2% | +20.2% | -21.4% | -6.3% |
| 6M | -8.6% | -2.9% | -5.6% | -8.5% |
| YTD | +6.2% | -11.9% | +18.1% | +8.8% |
| 1Y | +21.1% | -16.5% | +37.7% | +25.7% |
| 3Y | +36.4% | +12.1% | +24.3% | +30.0% |
| 5Y | +11.4% | -7.4% | +18.8% | +11.2% |
| 10Y | +250.0% | +210.7% | +39.3% | +160.0% |
| All | +7,238.0% | +6,741.2% | +496.8% | +2,827.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling