+7,547.6%
NEE vs B
+719.1%
+6,828.4%
-47.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | B | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +0.5% | -2.0% | -1.5% |
| 7D | +3.9% | +9.6% | -5.7% | +3.2% |
| 30D | +12.8% | +3.5% | +9.3% | +12.5% |
| 3M | +3.6% | -1.6% | +5.1% | +3.5% |
| 6M | -7.5% | -1.7% | -5.8% | -7.7% |
| YTD | +10.7% | -5.3% | +16.0% | +10.4% |
| 1Y | +9.1% | +27.2% | -18.1% | +6.4% |
| 3Y | +61.0% | +166.1% | -105.1% | +48.3% |
| 5Y | +16.3% | +136.5% | -120.2% | +7.4% |
| 10Y | +264.6% | +172.2% | +92.4% | +230.8% |
| All | +7,547.6% | +719.1% | +6,828.4% | +7,267.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling