+244.8%
NEE vs BHP
+496.8%
-252.0%
-45.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BHP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.2% | +0.1% | -0.1% |
| 7D | -1.3% | -3.6% | +2.3% | -0.6% |
| 30D | -3.3% | -1.2% | -2.1% | -3.2% |
| 3M | -2.3% | +1.2% | -3.4% | -2.9% |
| 6M | -8.9% | +21.4% | -30.3% | -13.5% |
| YTD | +4.8% | +50.4% | -45.6% | -5.4% |
| 1Y | +18.7% | +67.5% | -48.8% | +4.4% |
| 3Y | +33.2% | +72.8% | -39.6% | +15.1% |
| 5Y | +10.9% | +112.6% | -101.7% | -10.1% |
| All | +244.8% | +496.8% | -252.0% | +120.2% |
Cumulative growth
Daily Returns
Daily percentage return beside BHP.
Daily Out/Under-Performance
Portfolio return minus BHP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BHP 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 BHP 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