+829.2%
NEE vs BIL
+30.4%
+798.8%
-47.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BIL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | 0.0% | -0.8% | -0.6% |
| 7D | +1.9% | +0.1% | +1.9% | +2.2% |
| 30D | -2.2% | +0.3% | -2.5% | -1.1% |
| 3M | -1.2% | +0.9% | -2.1% | +1.9% |
| 6M | -8.6% | +1.8% | -10.4% | -2.9% |
| YTD | +6.2% | +2.4% | +3.7% | +15.1% |
| 1Y | +21.1% | +3.7% | +17.4% | +36.8% |
| 3Y | +36.4% | +14.2% | +22.2% | +117.7% |
| 5Y | +11.4% | +19.4% | -8.0% | +109.2% |
| 10Y | +250.0% | +25.2% | +224.8% | +692.9% |
| All | +829.2% | +30.4% | +798.8% | +1,717.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling