+253.2%
NEE vs BIL
+25.2%
+228.0%
-45.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BIL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | 0.0% | -1.4% | -1.4% |
| 7D | -0.5% | +0.1% | -0.6% | -0.7% |
| 30D | -1.7% | +0.3% | -2.0% | -2.3% |
| 3M | -1.8% | +0.9% | -2.7% | -3.6% |
| 6M | -8.8% | +1.8% | -10.6% | -12.1% |
| YTD | +5.2% | +2.5% | +2.7% | +0.2% |
| 1Y | +21.3% | +3.7% | +17.7% | +12.9% |
| 3Y | +35.2% | +14.1% | +21.1% | +13.8% |
| 5Y | +10.1% | +19.4% | -9.3% | -20.9% |
| 10Y | +253.2% | +25.2% | +228.0% | +117.3% |
| All | +253.2% | +25.2% | +228.0% | +117.3% |
Cumulative growth
Daily Returns
Daily percentage return beside BIL.
Daily Out/Under-Performance
Portfolio return minus BIL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BIL 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 BIL 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