+70.7%
NEE vs BEN
+86.4%
-15.6%
-23.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.4% | -0.6% | -0.3% |
| 7D | -2.1% | +6.8% | -8.9% | -3.1% |
| 30D | +8.6% | +18.0% | -9.4% | +5.9% |
| 3M | -0.3% | +7.5% | -7.8% | -1.5% |
| 6M | -8.9% | +14.7% | -23.6% | -11.1% |
| YTD | +8.3% | +56.1% | -47.7% | -0.1% |
| 1Y | +4.3% | +69.6% | -65.3% | -5.5% |
| 3Y | +70.7% | +87.7% | -16.9% | +46.5% |
| All | +70.7% | +86.4% | -15.6% | +46.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling