+33.2%
NEE vs BLK
+66.0%
-32.7%
-28.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BLK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +1.6% | -1.8% | -0.5% |
| 7D | -1.3% | -3.3% | +2.0% | -0.7% |
| 30D | -3.3% | -6.5% | +3.2% | -2.1% |
| 3M | -2.3% | +6.7% | -9.0% | -3.8% |
| 6M | -8.9% | +14.7% | -23.6% | -11.9% |
| YTD | +4.8% | +2.5% | +2.2% | +3.5% |
| 1Y | +18.7% | -2.8% | +21.5% | +18.8% |
| 3Y | +33.2% | +65.9% | -32.6% | -1.4% |
| All | +33.2% | +66.0% | -32.7% | -1.4% |
Cumulative growth
Daily Returns
Daily percentage return beside BLK.
Daily Out/Under-Performance
Portfolio return minus BLK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BLK 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 BLK 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