+284.2%
NEE vs BIL
+26.1%
+258.1%
-45.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BIL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | 0.0% | -0.2% | -0.3% |
| 7D | -2.1% | +0.1% | -2.2% | -2.2% |
| 30D | +8.6% | +0.3% | +8.3% | +8.0% |
| 3M | -0.3% | +1.0% | -1.2% | -1.8% |
| 6M | -8.9% | +1.9% | -10.8% | -11.5% |
| YTD | +8.3% | +3.2% | +5.2% | +3.3% |
| 1Y | +4.3% | +3.7% | +0.6% | -1.3% |
| 3Y | +70.7% | +13.8% | +56.9% | +54.2% |
| 5Y | +12.8% | +20.3% | -7.5% | -10.2% |
| All | +284.2% | +26.1% | +258.1% | +190.2% |
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