+11.3%
NEE vs BLK
+32.0%
-20.7%
-45.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BLK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +1.6% | -1.8% | -0.6% |
| 7D | -1.3% | -3.3% | +2.0% | -0.4% |
| 30D | -3.3% | -6.5% | +3.2% | -1.4% |
| 3M | -2.3% | +6.7% | -9.0% | -4.6% |
| 6M | -8.9% | +14.7% | -23.6% | -13.4% |
| YTD | +4.8% | +2.5% | +2.2% | +2.8% |
| 1Y | +18.7% | -2.8% | +21.5% | +18.4% |
| 3Y | +33.2% | +65.9% | -32.6% | +5.4% |
| All | +11.3% | +32.0% | -20.7% | -9.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling