+7,386.6%
NEE vs BHP
+6,941.2%
+445.4%
-47.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BHP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -1.3% | +1.1% | 0.0% |
| 7D | -2.1% | -0.5% | -1.6% | -2.0% |
| 30D | +8.6% | -4.5% | +13.1% | +9.4% |
| 3M | -0.3% | -6.9% | +6.6% | +0.8% |
| 6M | -8.9% | -10.6% | +1.6% | -7.6% |
| YTD | +8.3% | +37.2% | -28.9% | +1.0% |
| 1Y | +4.3% | +48.0% | -43.8% | -4.2% |
| 3Y | +70.7% | +52.6% | +18.2% | +54.7% |
| 5Y | +12.8% | +116.5% | -103.7% | -5.6% |
| 10Y | +287.2% | +334.9% | -47.7% | +175.0% |
| All | +7,386.6% | +6,941.2% | +445.4% | +3,647.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling