+253.2%
NEE vs ALB
+80.1%
+173.1%
-45.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ALB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -2.8% | +1.4% | -1.0% |
| 7D | -0.5% | -8.6% | +8.1% | +0.6% |
| 30D | -1.7% | -4.0% | +2.4% | -1.3% |
| 3M | -1.8% | -17.4% | +15.5% | +0.2% |
| 6M | -8.8% | -25.4% | +16.5% | -6.3% |
| YTD | +5.2% | -10.5% | +15.7% | +4.9% |
| 1Y | +21.3% | +75.8% | -54.5% | +9.2% |
| 3Y | +35.2% | -28.5% | +63.7% | +33.1% |
| 5Y | +10.1% | -45.1% | +55.2% | +9.6% |
| 10Y | +253.2% | +87.3% | +165.9% | +151.4% |
| All | +253.2% | +80.1% | +173.1% | +151.4% |
Cumulative growth
Daily Returns
Daily percentage return beside ALB.
Daily Out/Under-Performance
Portfolio return minus ALB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALB 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 ALB 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