+7,386.6%
NEE vs BBWI
+1,144.0%
+6,242.6%
-47.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BBWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +1.5% | -1.7% | -0.4% |
| 7D | -2.1% | +0.1% | -2.2% | -2.1% |
| 30D | +8.6% | +12.9% | -4.3% | +7.1% |
| 3M | -0.3% | +16.0% | -16.3% | -2.3% |
| 6M | -8.9% | +16.6% | -25.5% | -11.2% |
| YTD | +8.3% | +9.7% | -1.4% | +5.7% |
| 1Y | +4.3% | +1.5% | +2.8% | +1.9% |
| 3Y | +70.7% | -21.4% | +92.1% | +67.7% |
| 5Y | +12.8% | -67.6% | +80.4% | +19.7% |
| 10Y | +287.2% | -46.8% | +334.0% | +250.3% |
| All | +7,386.6% | +1,144.0% | +6,242.6% | +4,141.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling