+245.4%
NEE vs BB
-0.1%
+245.5%
-45.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -2.7% | +2.5% | -0.1% |
| 7D | -1.9% | -2.1% | +0.2% | -1.8% |
| 30D | -3.1% | -16.0% | +12.9% | -2.3% |
| 3M | -2.4% | -14.5% | +12.1% | -2.1% |
| 6M | -8.6% | +118.6% | -127.1% | -13.6% |
| YTD | +4.9% | +98.9% | -94.0% | -0.3% |
| 1Y | +19.4% | +99.5% | -80.1% | +13.2% |
| 3Y | +34.9% | +65.4% | -30.5% | +26.5% |
| 5Y | +11.0% | -27.6% | +38.7% | +6.5% |
| All | +245.4% | -0.1% | +245.5% | +188.7% |
Cumulative growth
Daily Returns
Daily percentage return beside BB.
Daily Out/Under-Performance
Portfolio return minus BB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BB 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 BB 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