+7,238.0%
NEE vs BHP
+7,909.4%
-671.4%
-47.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BHP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.3% | -0.4% | -0.7% |
| 7D | +1.9% | -2.9% | +4.8% | +2.5% |
| 30D | -2.2% | +3.4% | -5.5% | -2.8% |
| 3M | -1.2% | +4.1% | -5.2% | -2.3% |
| 6M | -8.6% | +20.6% | -29.1% | -12.3% |
| YTD | +6.2% | +56.1% | -49.9% | -3.2% |
| 1Y | +21.1% | +69.6% | -48.5% | +8.5% |
| 3Y | +36.4% | +78.8% | -42.4% | +20.2% |
| 5Y | +11.4% | +113.1% | -101.7% | -6.6% |
| 10Y | +250.0% | +505.9% | -255.9% | +134.3% |
| All | +7,238.0% | +7,909.4% | -671.4% | +3,493.3% |
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