+10.1%
NEE vs BEN
+40.0%
-29.8%
-45.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -1.5% | +0.1% | -1.1% |
| 7D | -0.5% | +3.4% | -3.9% | -1.3% |
| 30D | -1.7% | +1.8% | -3.5% | -2.1% |
| 3M | -1.8% | +8.4% | -10.2% | -3.9% |
| 6M | -8.8% | +35.6% | -44.5% | -15.6% |
| YTD | +5.2% | +46.4% | -41.2% | -4.8% |
| 1Y | +21.3% | +46.3% | -25.0% | +9.5% |
| 3Y | +35.2% | +54.6% | -19.4% | +17.7% |
| 5Y | +10.1% | +39.4% | -29.3% | -6.5% |
| All | +10.1% | +40.0% | -29.8% | -6.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling