+33.5%
NEE vs BKR
+69.4%
-36.0%
-28.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -6.7% | +6.4% | +0.2% |
| 7D | -1.9% | -6.7% | +4.7% | -1.5% |
| 30D | -3.1% | -8.3% | +5.2% | -2.6% |
| 3M | -2.4% | -5.4% | +3.0% | -2.1% |
| 6M | -8.6% | +0.8% | -9.4% | -8.9% |
| YTD | +4.9% | +31.8% | -26.9% | +2.5% |
| 1Y | +19.4% | +28.6% | -9.2% | +16.8% |
| All | +33.5% | +69.4% | -36.0% | +22.4% |
Cumulative growth
Daily Returns
Daily percentage return beside BKR.
Daily Out/Under-Performance
Portfolio return minus BKR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BKR 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 3y: compounded portfolio wealth divided by compounded BKR 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…
3y analysis · Full analysis span regression · 6 months rolling