+4.7%
NEE vs B
+16.8%
-12.1%
-21.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | B | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -6.1% | +5.4% | -0.3% |
| 7D | +2.3% | +7.1% | -4.8% | +1.9% |
| 30D | +11.5% | -3.3% | +14.8% | +11.5% |
| 3M | +2.6% | -2.5% | +5.2% | +2.5% |
| 6M | -6.0% | -7.2% | +1.3% | -5.8% |
| YTD | +9.8% | -7.4% | +17.2% | +9.1% |
| 1Y | +4.7% | +16.4% | -11.7% | +0.9% |
| All | +4.7% | +16.8% | -12.1% | +0.9% |
Cumulative growth
Daily Returns
Daily percentage return beside B.
Daily Out/Under-Performance
Portfolio return minus B return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × B 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 1y: compounded portfolio wealth divided by compounded B 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…
1y analysis · Full analysis span regression · 6 months rolling