+287.3%
NEE vs BIL
+25.7%
+261.6%
-45.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BIL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | 0.0% | -0.7% | -0.7% |
| 7D | +2.3% | +0.1% | +2.2% | +2.2% |
| 30D | +11.5% | 0.0% | +11.5% | +11.3% |
| 3M | +2.6% | +0.6% | +2.0% | +1.4% |
| 6M | -6.0% | +1.5% | -7.5% | -8.5% |
| YTD | +9.8% | +2.8% | +7.0% | +4.7% |
| 1Y | +4.7% | +3.3% | +1.4% | -1.0% |
| 3Y | +71.0% | +13.4% | +57.6% | +51.5% |
| 5Y | +15.8% | +19.8% | -4.0% | -10.9% |
| 10Y | +287.3% | +25.7% | +261.6% | +171.4% |
| All | +287.3% | +25.7% | +261.6% | +171.4% |
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