+72.5%
NEE vs BBWI
-22.8%
+95.3%
-23.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BBWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.3% | -0.6% | -0.3% |
| 7D | -2.8% | -7.7% | +5.0% | -2.2% |
| 30D | +9.5% | +24.8% | -15.2% | +7.9% |
| 3M | +1.0% | +16.2% | -15.2% | -0.2% |
| 6M | -8.0% | +15.8% | -23.8% | -9.2% |
| YTD | +9.4% | +11.4% | -2.0% | +7.8% |
| 1Y | +3.1% | +3.2% | -0.1% | +1.8% |
| All | +72.5% | -22.8% | +95.3% | +66.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling