+7,169.4%
NEE vs BBY
+73,712.5%
-66,543.1%
-47.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -1.5% | 0.0% | -1.3% |
| 7D | -0.5% | +1.2% | -1.7% | -0.6% |
| 30D | -1.7% | +6.8% | -8.5% | -2.2% |
| 3M | -1.8% | +18.7% | -20.6% | -3.0% |
| 6M | -8.8% | +37.3% | -46.1% | -11.0% |
| YTD | +5.2% | +35.3% | -30.1% | +2.7% |
| 1Y | +21.3% | +20.7% | +0.7% | +19.3% |
| 3Y | +35.2% | +39.4% | -4.2% | +30.6% |
| 5Y | +10.1% | -1.5% | +11.6% | +8.0% |
| 10Y | +253.2% | +239.8% | +13.4% | +219.7% |
| All | +7,169.4% | +73,712.5% | -66,543.1% | +5,442.8% |
Cumulative growth
Daily Returns
Daily percentage return beside BBY.
Daily Out/Under-Performance
Portfolio return minus BBY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BBY 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 BBY 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