+10.1%
NEE vs BB
-25.5%
+35.6%
-45.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -1.5% | +0.1% | -1.3% |
| 7D | -0.5% | +1.8% | -2.4% | -0.7% |
| 30D | -1.7% | -12.2% | +10.5% | -0.8% |
| 3M | -1.8% | -12.3% | +10.5% | -1.6% |
| 6M | -8.8% | +122.7% | -131.5% | -16.6% |
| YTD | +5.2% | +104.5% | -99.3% | -3.1% |
| 1Y | +21.3% | +106.7% | -85.3% | +11.2% |
| 3Y | +35.2% | +70.0% | -34.8% | +22.2% |
| 5Y | +10.1% | -27.8% | +37.9% | +4.3% |
| All | +10.1% | -25.5% | +35.6% | +4.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling