+7,273.1%
NEE vs BDX
+5,185.2%
+2,088.0%
-47.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -3.1% | +3.5% | +1.2% |
| 7D | +1.1% | -4.3% | +5.4% | +2.0% |
| 30D | -0.2% | +1.3% | -1.5% | -0.6% |
| 3M | +0.5% | +20.2% | -19.7% | -3.7% |
| 6M | -6.5% | +8.6% | -15.1% | -8.6% |
| YTD | +6.7% | +19.0% | -12.3% | +2.1% |
| 1Y | +23.6% | +21.2% | +2.4% | +17.7% |
| 3Y | +37.1% | -9.7% | +46.8% | +38.0% |
| 5Y | +10.9% | -3.4% | +14.3% | +9.8% |
| 10Y | +245.4% | +53.9% | +191.5% | +208.2% |
| All | +7,273.1% | +5,185.2% | +2,088.0% | +3,488.3% |
Cumulative growth
Daily Returns
Daily percentage return beside BDX.
Daily Out/Under-Performance
Portfolio return minus BDX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BDX 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 BDX 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