+21.1%
NEE vs BBWI
-34.3%
+55.4%
-15.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BBWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +2.8% | -3.6% | -0.9% |
| 7D | +1.9% | +1.5% | +0.4% | +1.9% |
| 30D | -2.2% | -5.2% | +3.0% | -2.0% |
| 3M | -1.2% | +11.1% | -12.3% | -1.7% |
| 6M | -8.6% | -13.4% | +4.8% | -8.6% |
| YTD | +6.2% | +0.1% | +6.1% | +5.8% |
| 1Y | +21.1% | -36.1% | +57.2% | +28.0% |
| All | +21.1% | -34.3% | +55.4% | +28.0% |
Cumulative growth
Daily Returns
Daily percentage return beside BBWI.
Daily Out/Under-Performance
Portfolio return minus BBWI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BBWI 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 BBWI 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