+867.4%
NEE vs BIL
+30.8%
+836.6%
-47.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BIL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | 0.0% | -0.1% | 0.0% |
| 7D | +2.2% | +0.1% | +2.1% | +2.4% |
| 30D | +12.3% | 0.0% | +12.3% | +12.1% |
| 3M | +3.4% | +0.6% | +2.8% | +5.4% |
| 6M | -5.3% | +1.5% | -6.8% | -0.5% |
| YTD | +10.6% | +2.8% | +7.8% | +21.1% |
| 1Y | +6.5% | +3.3% | +3.1% | +18.7% |
| 3Y | +73.5% | +13.4% | +60.1% | +169.7% |
| 5Y | +17.0% | +19.8% | -2.9% | +122.3% |
| 10Y | +281.9% | +25.6% | +256.2% | +775.5% |
| All | +867.4% | +30.8% | +836.6% | +1,812.8% |
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