+37.7%
NEE vs B
+202.9%
-165.2%
-28.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | B | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -2.2% | +1.5% | -0.4% |
| 7D | +1.9% | -1.6% | +3.5% | +2.2% |
| 30D | -2.2% | +9.4% | -11.6% | -3.8% |
| 3M | -1.2% | +5.0% | -6.2% | -2.4% |
| 6M | -8.6% | -3.5% | -5.0% | -8.6% |
| YTD | +6.2% | +4.5% | +1.7% | +3.7% |
| 1Y | +21.1% | +67.8% | -46.7% | +4.8% |
| All | +37.7% | +202.9% | -165.2% | -7.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling