+245.4%
NEE vs BEN
+56.7%
+188.7%
-45.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -1.3% | +1.1% | 0.0% |
| 7D | -1.9% | +0.3% | -2.3% | -2.0% |
| 30D | -3.1% | +0.9% | -4.0% | -3.4% |
| 3M | -2.4% | +9.2% | -11.6% | -4.5% |
| 6M | -8.6% | +36.8% | -45.4% | -15.2% |
| YTD | +4.9% | +44.4% | -39.5% | -4.1% |
| 1Y | +19.4% | +45.8% | -26.5% | +8.6% |
| 3Y | +34.9% | +52.5% | -17.7% | +19.2% |
| 5Y | +11.0% | +37.7% | -26.7% | -1.9% |
| All | +245.4% | +56.7% | +188.7% | +163.9% |
Cumulative growth
Daily Returns
Daily percentage return beside BEN.
Daily Out/Under-Performance
Portfolio return minus BEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BEN 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 10y: compounded portfolio wealth divided by compounded BEN 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…
10y analysis · Full analysis span regression · 6 months rolling