+7,463.1%
NEE vs BBWI
+1,163.2%
+6,300.0%
-47.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BBWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.3% | -0.6% | -0.4% |
| 7D | -2.8% | -7.7% | +5.0% | -1.9% |
| 30D | +9.5% | +24.8% | -15.2% | +6.8% |
| 3M | +1.0% | +16.2% | -15.2% | -1.0% |
| 6M | -8.0% | +15.8% | -23.8% | -10.2% |
| YTD | +9.4% | +11.4% | -2.0% | +6.6% |
| 1Y | +3.1% | +3.2% | -0.1% | +0.7% |
| 3Y | +70.5% | -23.5% | +94.0% | +68.0% |
| 5Y | +15.2% | -67.4% | +82.6% | +22.2% |
| 10Y | +291.2% | -46.0% | +337.2% | +253.3% |
| All | +7,463.1% | +1,163.2% | +6,300.0% | +4,177.7% |
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