+5,978.2%
NEE vs ALB
+2,114.0%
+3,864.2%
-47.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ALB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -4.2% | +3.5% | 0.0% |
| 7D | +2.3% | +5.3% | -3.0% | +1.5% |
| 30D | +11.5% | -6.3% | +17.7% | +12.5% |
| 3M | +2.6% | -27.4% | +30.0% | +7.5% |
| 6M | -6.0% | -53.1% | +47.1% | +5.0% |
| YTD | +9.8% | -32.3% | +42.1% | +14.2% |
| 1Y | +4.7% | -7.3% | +12.0% | +3.1% |
| 3Y | +71.0% | -14.9% | +86.0% | +61.6% |
| 5Y | +15.8% | -62.0% | +77.8% | +21.3% |
| 10Y | +287.3% | +33.0% | +254.3% | +202.2% |
| All | +5,978.2% | +2,114.0% | +3,864.2% | +3,070.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling