+244.8%
NEE vs BLDR
+383.3%
-138.5%
-45.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +2.4% | -2.5% | -0.5% |
| 7D | -1.3% | -8.2% | +6.9% | -0.3% |
| 30D | -3.3% | -16.6% | +13.3% | -1.1% |
| 3M | -2.3% | -23.2% | +20.9% | +0.7% |
| 6M | -8.9% | -33.7% | +24.9% | -4.7% |
| YTD | +4.8% | -41.3% | +46.1% | +11.0% |
| 1Y | +18.7% | -58.8% | +77.5% | +31.8% |
| 3Y | +33.2% | -57.5% | +90.7% | +43.3% |
| 5Y | +10.9% | +12.9% | -2.1% | +0.9% |
| All | +244.8% | +383.3% | -138.5% | +165.7% |
Cumulative growth
Daily Returns
Daily percentage return beside BLDR.
Daily Out/Under-Performance
Portfolio return minus BLDR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BLDR 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 BLDR 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