+11.0%
NEE vs BMY
+22.8%
-11.8%
-45.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BMY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -1.0% | +0.8% | 0.0% |
| 7D | -1.9% | -6.4% | +4.4% | -0.5% |
| 30D | -3.1% | +0.2% | -3.3% | -3.2% |
| 3M | -2.4% | +16.0% | -18.4% | -6.0% |
| 6M | -8.6% | +8.3% | -16.9% | -10.6% |
| YTD | +4.9% | +22.2% | -17.2% | -0.3% |
| 1Y | +19.4% | +41.7% | -22.3% | +9.2% |
| 3Y | +34.9% | +20.7% | +14.1% | +28.6% |
| 5Y | +11.0% | +23.9% | -12.9% | +7.2% |
| All | +11.0% | +22.8% | -11.8% | +7.2% |
Cumulative growth
Daily Returns
Daily percentage return beside BMY.
Daily Out/Under-Performance
Portfolio return minus BMY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BMY 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 BMY 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