+1,380.7%
NEE vs BLDR
+414.6%
+966.1%
-47.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +2.5% | -3.3% | -1.0% |
| 7D | +1.9% | -2.8% | +4.8% | +2.2% |
| 30D | -2.2% | -13.3% | +11.1% | -1.1% |
| 3M | -1.2% | -12.3% | +11.1% | -0.4% |
| 6M | -8.6% | -31.5% | +22.9% | -6.1% |
| YTD | +6.2% | -36.1% | +42.2% | +9.4% |
| 1Y | +21.1% | -54.1% | +75.2% | +28.1% |
| 3Y | +36.4% | -55.8% | +92.2% | +42.6% |
| 5Y | +11.4% | +20.7% | -9.4% | +5.8% |
| 10Y | +250.0% | +390.2% | -140.3% | +188.2% |
| All | +1,380.7% | +414.6% | +966.1% | +882.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling